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
126
$32.3K 0.01%
500
127
$31K 0.01%
116
128
$30.8K 0.01%
215
-34
129
$30.5K 0.01%
146
+1
130
$29.6K 0.01%
1,250
131
$29.2K 0.01%
769
+1
132
$28.9K 0.01%
456
+10
133
$28K 0.01%
270
+3
134
$27.4K 0.01%
202
+1
135
$27.1K 0.01%
99
136
$26.8K 0.01%
313
137
$26.4K 0.01%
7,051
138
$26.2K 0.01%
762
+149
139
$26K 0.01%
151
140
$25.6K 0.01%
111
141
$25.6K 0.01%
371
142
$25.4K 0.01%
347
+1
143
$25.3K 0.01%
122
144
$24.5K 0.01%
2,102
+29
145
$24.4K 0.01%
76
+1
146
$24.1K 0.01%
77
147
$23.7K ﹤0.01%
385
148
$23.6K ﹤0.01%
211
+2
149
$23.3K ﹤0.01%
118
150
$23K ﹤0.01%
105
4 5
6
7 8