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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K ﹤0.01%
204
152
$14K ﹤0.01%
57
153
$13K ﹤0.01%
172
+1
154
$13K ﹤0.01%
1,226
+396
155
$12K ﹤0.01%
158
156
$12K ﹤0.01%
154
157
$12K ﹤0.01%
1,000
158
$12K ﹤0.01%
545
+9
159
$12K ﹤0.01%
169
160
$12K ﹤0.01%
237
161
$11K ﹤0.01%
105
162
$11K ﹤0.01%
768
163
$11K ﹤0.01%
225
-90
164
$11K ﹤0.01%
49
165
$11K ﹤0.01%
+100
166
$11K ﹤0.01%
2,000
167
$11K ﹤0.01%
1,023
168
$11K ﹤0.01%
134
+1
169
$11K ﹤0.01%
52
+1
170
$11K ﹤0.01%
198
171
$11K ﹤0.01%
1,689
172
$10K ﹤0.01%
41
173
$10K ﹤0.01%
156
174
$10K ﹤0.01%
32
175
$10K ﹤0.01%
475
5 6
7
8 9