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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
+431
102
$21K 0.01%
+571
103
$21K 0.01%
+228
104
$20K 0.01%
+629
105
$20K 0.01%
+1,076
106
$20K 0.01%
+274
107
$19K 0.01%
+432
108
$19K 0.01%
+180
109
$19K 0.01%
+715
110
$19K 0.01%
+100
111
$18K 0.01%
+128
112
$17K 0.01%
+151
113
$17K 0.01%
+276
114
$16K 0.01%
+179
115
$16K 0.01%
+299
116
$16K 0.01%
+161
117
$15K 0.01%
+126
118
$15K 0.01%
+150
119
$15K 0.01%
+218
120
$15K 0.01%
+332
121
$15K 0.01%
+78
122
$14K 0.01%
+164
123
$14K 0.01%
+42
124
$14K 0.01%
+64
125
$14K 0.01%
+245
3 4
5
6 7