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
76
$36K 0.02%
400
77
$36K 0.02%
500
78
$36K 0.02%
743
+87
79
$35K 0.02%
200
80
$33K 0.01%
76
+34
81
$32K 0.01%
335
+55
82
$32K 0.01%
1,009
+5
83
$31K 0.01%
158
+80
84
$29K 0.01%
831
-99
85
$28K 0.01%
295
86
$28K 0.01%
192
+46
87
$28K 0.01%
767
88
$26K 0.01%
216
89
$26K 0.01%
700
90
$26K 0.01%
469
+3
91
$25K 0.01%
452
92
$24K 0.01%
209
93
$23K 0.01%
400
94
$23K 0.01%
377
+62
95
$22K 0.01%
+600
96
$22K 0.01%
559
+6
97
$22K 0.01%
293
+2
98
$21K 0.01%
162
-38
99
$21K 0.01%
68
100
$21K 0.01%
185
2 3
4
5 6