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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.01%
5,000
77
$43.7K 0.01%
1,626
+28
78
$43.3K 0.01%
831
79
$43K 0.01%
2,940
80
$42.9K 0.01%
81
81
$41.2K 0.01%
+284
82
$41K 0.01%
801
+5
83
$39.4K 0.01%
155
84
$39.3K 0.01%
189
85
$39.1K 0.01%
1,895
+17
86
$37.3K 0.01%
242
87
$37K 0.01%
210
+1
88
$35.6K 0.01%
308
+1
89
$34.7K 0.01%
185
90
$34K 0.01%
768
91
$32.7K 0.01%
108
+1
92
$32.4K 0.01%
135
93
$32.1K 0.01%
600
94
$30.2K 0.01%
228
95
$30.1K 0.01%
417
96
$29.7K 0.01%
54
97
$29.4K 0.01%
199
98
$27.2K 0.01%
68
99
$25.5K 0.01%
228
+1
100
$24.6K 0.01%
597
2 3
4
5 6