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
76
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2,940
77
$44K 0.02%
389
78
$43K 0.01%
281
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79
$42K 0.01%
831
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$42K 0.01%
81
81
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790
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82
$38K 0.01%
1,570
+29
83
$38K 0.01%
155
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84
$37K 0.01%
208
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85
$37K 0.01%
189
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$35K 0.01%
305
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87
$34K 0.01%
1,861
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88
$33K 0.01%
5,000
+3,000
89
$33K 0.01%
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90
$33K 0.01%
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91
$32K 0.01%
736
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$31K 0.01%
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93
$30K 0.01%
737
94
$29K 0.01%
54
95
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96
$28K 0.01%
551
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97
$28K 0.01%
228
98
$28K 0.01%
199
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99
$27K 0.01%
+2,500
100
$26K 0.01%
68
2 3
4
5 6