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
51
$123K 0.03%
1,229
52
$123K 0.03%
470
+22
53
$119K 0.03%
1,749
54
$114K 0.03%
764
-325
55
$95.7K 0.03%
2,753
+14
56
$88.9K 0.02%
1,692
57
$83.5K 0.02%
236
-6
58
$80.9K 0.02%
868
-119
59
$79.2K 0.02%
3,396
-5,144
60
$78.1K 0.02%
1,516
+1
61
$72.9K 0.02%
2,953
-920
62
$69.4K 0.02%
465
+18
63
$68.8K 0.02%
587
+477
64
$60K 0.02%
426
-240
65
$59K 0.02%
347
+1
66
$55.2K 0.01%
+673
67
$54.5K 0.01%
285
68
$52.9K 0.01%
379
-240
69
$52.1K 0.01%
1,781
+36
70
$51.6K 0.01%
378
71
$51.4K 0.01%
661
72
$51.4K 0.01%
732
73
$49.2K 0.01%
831
74
$47.3K 0.01%
200
75
$47.2K 0.01%
89
+46
1 2
3
4 5