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
101
$29.8K 0.01%
202
+94
102
$29.6K 0.01%
400
103
$29.3K 0.01%
348
-128
104
$29.2K 0.01%
111
105
$29.1K 0.01%
230
+1
106
$28.5K 0.01%
128
107
$27.4K 0.01%
768
108
$27K 0.01%
393
+1
109
$26K 0.01%
475
110
$26K 0.01%
1,300
111
$25.6K 0.01%
73
112
$25.2K 0.01%
63
113
$24.3K 0.01%
500
114
$24.3K 0.01%
1,110
115
$24.3K 0.01%
78
116
$24.3K 0.01%
535
117
$24.3K 0.01%
450
118
$23.9K 0.01%
831
+9
119
$23.8K 0.01%
255
120
$23.1K 0.01%
1,000
121
$22.8K 0.01%
346
122
$22.1K 0.01%
116
123
$22K 0.01%
170
124
$21.8K 0.01%
76
125
$21.6K 0.01%
196
3 4
5
6 7