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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
1,056
+270
127
$13K 0.01%
328
+61
128
$13K 0.01%
135
+65
129
$13K 0.01%
204
130
$13K 0.01%
130
+1
131
$12K 0.01%
1,696
+121
132
$12K 0.01%
150
133
$12K 0.01%
465
134
$12K 0.01%
34
+17
135
$12K 0.01%
52
+26
136
$12K 0.01%
56
137
$12K 0.01%
93
+45
138
$11K ﹤0.01%
92
+47
139
$11K ﹤0.01%
20
+10
140
$11K ﹤0.01%
128
141
$11K ﹤0.01%
57
+28
142
$11K ﹤0.01%
75
143
$11K ﹤0.01%
5,651
144
$11K ﹤0.01%
848
-184
145
$11K ﹤0.01%
600
146
$11K ﹤0.01%
307
+250
147
$10K ﹤0.01%
204
-30
148
$10K ﹤0.01%
220
149
$10K ﹤0.01%
573
150
$10K ﹤0.01%
78
4 5
6
7 8