CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
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
+$3.62M
2
+$3.05M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$752K

Top Sells

1
+$3.12M
2
+$2.13M
3
+$806K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$468K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$368K

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
$45K 0.02%
2,940
77
$44K 0.02%
389
78
$43K 0.01%
281
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79
$42K 0.01%
831
80
$42K 0.01%
81
81
$41K 0.01%
790
+5
82
$38K 0.01%
155
-4
83
$38K 0.01%
1,570
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84
$37K 0.01%
208
-41
85
$37K 0.01%
189
86
$35K 0.01%
305
+1
87
$34K 0.01%
1,861
+12
88
$33K 0.01%
5,000
+3,000
89
$33K 0.01%
768
90
$33K 0.01%
242
91
$32K 0.01%
736
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92
$31K 0.01%
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93
$30K 0.01%
737
94
$29K 0.01%
54
95
$29K 0.01%
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96
$28K 0.01%
199
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97
$28K 0.01%
551
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98
$28K 0.01%
228
99
$27K 0.01%
+2,500
100
$26K 0.01%
68
2 3
4
5 6