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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.02%
+258
77
$37K 0.01%
+767
78
$37K 0.01%
+295
79
$35K 0.01%
+520
80
$34K 0.01%
+424
81
$33K 0.01%
+700
82
$31K 0.01%
+315
83
$30K 0.01%
+400
84
$29K 0.01%
+302
85
$28K 0.01%
+203
86
$28K 0.01%
+1,000
87
$27K 0.01%
+452
88
$27K 0.01%
+548
89
$27K 0.01%
+5,651
90
$25K 0.01%
+220
91
$25K 0.01%
+288
92
$25K 0.01%
+185
93
$25K 0.01%
+464
94
$24K 0.01%
+737
95
$24K 0.01%
+1,415
96
$24K 0.01%
+600
97
$24K 0.01%
+68
98
$23K 0.01%
+438
99
$22K 0.01%
+200
100
$22K 0.01%
+405
2 3
4
5 6