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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.83M
3
+$2.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$873K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$697K

Top Sells

1
+$3.11M
2
+$1.92M
3
+$693K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$428K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$334K

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
101
$25K 0.01%
107
+46
102
$24K 0.01%
135
103
$24K 0.01%
500
104
$23K 0.01%
62
105
$22K 0.01%
227
+1
106
$21K 0.01%
+676
107
$21K 0.01%
600
108
$20K 0.01%
162
109
$20K 0.01%
128
-37
110
$20K 0.01%
520
111
$19K 0.01%
171
+1
112
$19K 0.01%
69
113
$19K 0.01%
182
114
$19K 0.01%
340
115
$19K 0.01%
133
116
$18K 0.01%
201
-401
117
$18K 0.01%
111
118
$18K 0.01%
75
119
$18K 0.01%
+700
120
$17K 0.01%
+1,454
121
$17K 0.01%
66
122
$17K 0.01%
128
123
$17K 0.01%
1,500
124
$17K 0.01%
78
125
$17K 0.01%
274
-1
3 4
5
6 7