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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.6K 0.02%
702
+225
77
$80.6K 0.02%
313
78
$78.8K 0.02%
2,036
+46
79
$75.7K 0.02%
3,381
+500
80
$73.7K 0.02%
2,867
+20
81
$73.4K 0.02%
2,535
+25
82
$63.2K 0.01%
218
83
$62.8K 0.01%
356
-200
84
$62.5K 0.01%
128
85
$62K 0.01%
177
86
$61.5K 0.01%
404
87
$58.7K 0.01%
331
88
$57.5K 0.01%
162
-5
89
$56.8K 0.01%
1,430
+83
90
$56.1K 0.01%
609
+41
91
$55.8K 0.01%
673
92
$54.5K 0.01%
400
93
$53.4K 0.01%
556
94
$53K 0.01%
51
+1
95
$51.1K 0.01%
350
96
$51K 0.01%
378
97
$50.7K 0.01%
269
+38
98
$50.7K 0.01%
741
99
$50.3K 0.01%
378
+1
100
$47.8K 0.01%
329
+3
2 3
4
5 6