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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.8K ﹤0.01%
2,740
127
$14.7K ﹤0.01%
111
128
$14.5K ﹤0.01%
322
-416
129
$14.4K ﹤0.01%
302
130
$14.3K ﹤0.01%
314
131
$14.2K ﹤0.01%
86
132
$14.2K ﹤0.01%
344
133
$14.1K ﹤0.01%
104
134
$13.9K ﹤0.01%
56
135
$13.7K ﹤0.01%
52
136
$13.5K ﹤0.01%
134
137
$13.5K ﹤0.01%
2,854
138
$13.5K ﹤0.01%
19
139
$13.5K ﹤0.01%
172
140
$13.3K ﹤0.01%
65
141
$13K ﹤0.01%
285
142
$13K ﹤0.01%
57
143
$12.7K ﹤0.01%
111
-598
144
$12.7K ﹤0.01%
138
+2
145
$12.7K ﹤0.01%
291
146
$12.7K ﹤0.01%
242
147
$12.4K ﹤0.01%
101
148
$12.4K ﹤0.01%
105
149
$12.2K ﹤0.01%
169
150
$11.9K ﹤0.01%
261
4 5
6
7 8