CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$705K 0.19%
2,837
+12
27
$705K 0.19%
1,976
28
$659K 0.18%
4,625
+7
29
$619K 0.17%
1,990
+176
30
$588K 0.16%
5,414
-43
31
$520K 0.14%
8,971
-512
32
$499K 0.14%
1,682
+6
33
$370K 0.1%
4,193
+346
34
$364K 0.1%
583
+1
35
$339K 0.09%
2,094
36
$335K 0.09%
14,559
+5,049
37
$278K 0.08%
2,897
+12
38
$256K 0.07%
1,683
+32
39
$254K 0.07%
734
+7
40
$240K 0.07%
979
41
$227K 0.06%
2,400
42
$219K 0.06%
3,124
+30
43
$215K 0.06%
326
+1
44
$215K 0.06%
4,330
45
$198K 0.05%
417
+1
46
$183K 0.05%
1,976
+94
47
$178K 0.05%
2,852
48
$170K 0.05%
1,160
49
$127K 0.03%
+1,900
50
$125K 0.03%
475
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