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
101
$47.1K 0.01%
171
+100
102
$46.8K 0.01%
509
103
$46.2K 0.01%
535
104
$45.9K 0.01%
1,014
+209
105
$45.5K 0.01%
245
+2
106
$44.6K 0.01%
727
107
$44.6K 0.01%
+630
108
$42.6K 0.01%
228
109
$42.4K 0.01%
979
+12
110
$41.1K 0.01%
201
111
$40.8K 0.01%
77
112
$40.2K 0.01%
300
+80
113
$39.3K 0.01%
244
114
$38.7K 0.01%
1,801
+548
115
$38.4K 0.01%
150
116
$36.5K 0.01%
294
117
$36.4K 0.01%
171
118
$36.3K 0.01%
397
119
$35.1K 0.01%
230
+1
120
$35.1K 0.01%
90
121
$34.8K 0.01%
68
122
$34.8K 0.01%
863
+9
123
$32.9K 0.01%
161
124
$32.9K 0.01%
81
125
$32.9K 0.01%
249
3 4
5
6 7