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
126
$21.5K 0.01%
475
127
$20.4K 0.01%
295
128
$20.2K 0.01%
389
129
$19.9K 0.01%
195
130
$19.8K 0.01%
345
131
$19.7K 0.01%
1,822
132
$19.7K 0.01%
120
+10
133
$19.2K 0.01%
33
+3
134
$19.1K 0.01%
91
135
$18.6K 0.01%
+32
136
$18.5K 0.01%
93
137
$18.3K ﹤0.01%
1,500
138
$18.2K ﹤0.01%
142
+1
139
$18.1K ﹤0.01%
91
140
$17.9K ﹤0.01%
44
141
$17.8K ﹤0.01%
125
142
$17.8K ﹤0.01%
134
143
$17.4K ﹤0.01%
1,200
144
$17.1K ﹤0.01%
165
145
$17K ﹤0.01%
21
+2
146
$16.8K ﹤0.01%
800
147
$15.4K ﹤0.01%
172
148
$15.4K ﹤0.01%
65
149
$15.3K ﹤0.01%
333
+3
150
$15K ﹤0.01%
65
4 5
6
7 8