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

Top Buys

1
+$3.62M
2
+$3.05M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$958K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$752K

Top Sells

1
+$3.12M
2
+$2.13M
3
+$806K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$468K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$368K

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%
134
-50
152
$12K ﹤0.01%
285
-456
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%
49
158
$11K ﹤0.01%
169
159
$11K ﹤0.01%
905
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%
105
167
$9K ﹤0.01%
768
168
$9K ﹤0.01%
41
169
$9K ﹤0.01%
1,000
170
$9K ﹤0.01%
135
171
$9K ﹤0.01%
32
172
$9K ﹤0.01%
475
173
$9K ﹤0.01%
+108
174
$9K ﹤0.01%
440
-136
175
$8K ﹤0.01%
100
5 6
7
8 9