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
151
$10K ﹤0.01%
104
152
$10K ﹤0.01%
75
153
$10K ﹤0.01%
+385
154
$10K ﹤0.01%
527
155
$10K ﹤0.01%
170
156
$10K ﹤0.01%
1,023
157
$9K ﹤0.01%
+159
158
$9K ﹤0.01%
50
159
$9K ﹤0.01%
65
+32
160
$8K ﹤0.01%
+359
161
$8K ﹤0.01%
768
162
$8K ﹤0.01%
+68
163
$8K ﹤0.01%
146
164
$8K ﹤0.01%
475
165
$8K ﹤0.01%
853
166
$8K ﹤0.01%
+147
167
$7K ﹤0.01%
56
+27
168
$7K ﹤0.01%
175
+70
169
$7K ﹤0.01%
60
170
$7K ﹤0.01%
49
171
$7K ﹤0.01%
+260
172
$7K ﹤0.01%
32
+15
173
$7K ﹤0.01%
143
+71
174
$7K ﹤0.01%
1,689
175
$6K ﹤0.01%
200
5 6
7
8 9