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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75K 0.03%
755
52
$74K 0.03%
328
+48
53
$72K 0.03%
643
-60
54
$69K 0.03%
838
-33,742
55
$66K 0.03%
1,665
+144
56
$61K 0.03%
860
+220
57
$58K 0.03%
2,584
58
$58K 0.03%
1,301
-215
59
$54K 0.02%
386
+1
60
$53K 0.02%
319
+34
61
$52K 0.02%
1,440
62
$52K 0.02%
+840
63
$51K 0.02%
+25
64
$50K 0.02%
374
+1
65
$49K 0.02%
1,317
+2
66
$48K 0.02%
1,486
+2
67
$48K 0.02%
285
68
$47K 0.02%
660
+140
69
$45K 0.02%
226
70
$45K 0.02%
325
+33
71
$43K 0.02%
272
+69
72
$43K 0.02%
770
73
$41K 0.02%
242
-16
74
$40K 0.02%
728
75
$37K 0.02%
159
1 2
3
4 5