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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.3K 0.01%
200
-26
77
$44.5K 0.01%
1,144
+5
78
$44.2K 0.01%
483
79
$43.7K 0.01%
83
80
$42.3K 0.01%
249
81
$40.9K 0.01%
157
82
$39.7K 0.01%
1,974
+28
83
$38.9K 0.01%
899
84
$38.7K 0.01%
429
85
$38.2K 0.01%
242
86
$37.8K 0.01%
244
+13
87
$37.8K 0.01%
155
88
$37.6K 0.01%
316
+2
89
$37K 0.01%
62
90
$35.3K 0.01%
225
91
$35.1K 0.01%
202
92
$34.6K 0.01%
264
93
$34.6K 0.01%
1,091
94
$34K 0.01%
228
95
$33.7K 0.01%
109
+1
96
$33.7K 0.01%
198
97
$32.6K 0.01%
110
98
$31.6K 0.01%
643
99
$31.6K 0.01%
1,541
+13
100
$30.3K 0.01%
68
2 3
4
5 6