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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.83M
3
+$2.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$873K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$697K

Top Sells

1
+$3.11M
2
+$1.92M
3
+$693K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$428K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$334K

Sector Composition

1 Technology 2.17%
2 Industrials 0.85%
3 Consumer Discretionary 0.69%
4 Consumer Staples 0.56%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94K 0.03%
684
-15
52
$88K 0.03%
1,749
-61
53
$88K 0.03%
2,666
+13
54
$85K 0.03%
800
55
$85K 0.03%
780
56
$82K 0.03%
3,804
57
$80K 0.03%
851
58
$78K 0.03%
1,046
+1
59
$73K 0.03%
959
+5
60
$67K 0.02%
1,662
61
$66K 0.02%
409
-42
62
$64K 0.02%
596
-49
63
$63K 0.02%
381
-43
64
$62K 0.02%
1,490
+3
65
$61K 0.02%
560
66
$60K 0.02%
266
67
$59K 0.02%
1,440
68
$58K 0.02%
1,251
69
$52K 0.02%
976
+2
70
$50K 0.02%
766
-232
71
$48K 0.02%
374
-5,396
72
$48K 0.02%
285
73
$48K 0.02%
378
74
$46K 0.02%
474
+1
75
$45K 0.02%
200
1 2
3
4 5