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
$292M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.83M
3
+$2.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$873K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$697K

Top Sells

1
+$3.11M
2
+$1.92M
3
+$693K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$428K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$334K

Sector Composition

1 Technology 2.17%
2 Industrials 0.85%
3 Consumer Discretionary 0.69%
4 Consumer Staples 0.56%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
69
-43
152
$12K ﹤0.01%
134
-50
153
$12K ﹤0.01%
135
+1
154
$12K ﹤0.01%
172
155
$12K ﹤0.01%
261
-227
156
$12K ﹤0.01%
237
157
$11K ﹤0.01%
169
158
$11K ﹤0.01%
905
159
$11K ﹤0.01%
49
160
$10K ﹤0.01%
225
161
$10K ﹤0.01%
+242
162
$10K ﹤0.01%
555
+10
163
$10K ﹤0.01%
1,023
164
$10K ﹤0.01%
52
165
$10K ﹤0.01%
1,689
166
$9K ﹤0.01%
41
167
$9K ﹤0.01%
1,000
168
$9K ﹤0.01%
135
169
$9K ﹤0.01%
32
170
$9K ﹤0.01%
440
-136
171
$9K ﹤0.01%
105
172
$9K ﹤0.01%
768
173
$9K ﹤0.01%
475
174
$9K ﹤0.01%
+108
175
$8K ﹤0.01%
100
5 6
7
8 9