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
126
$16K 0.01%
400
127
$16K 0.01%
91
128
$16K 0.01%
304
129
$15K 0.01%
204
130
$15K 0.01%
104
-49
131
$15K 0.01%
2,740
132
$15K 0.01%
2,854
133
$14K ﹤0.01%
65
134
$14K ﹤0.01%
56
135
$13K ﹤0.01%
104
136
$13K ﹤0.01%
52
-27
137
$13K ﹤0.01%
91
138
$13K ﹤0.01%
314
139
$13K ﹤0.01%
302
140
$13K ﹤0.01%
135
141
$13K ﹤0.01%
318
+3
142
$13K ﹤0.01%
86
-47
143
$13K ﹤0.01%
1,226
144
$13K ﹤0.01%
57
145
$12K ﹤0.01%
285
-456
146
$12K ﹤0.01%
535
147
$12K ﹤0.01%
19
-9
148
$12K ﹤0.01%
158
149
$12K ﹤0.01%
154
150
$12K ﹤0.01%
344
4 5
6
7 8