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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.6K ﹤0.01%
154
152
$11.4K ﹤0.01%
158
153
$11.3K ﹤0.01%
327
+4
154
$11.3K ﹤0.01%
142
155
$10.9K ﹤0.01%
289
+49
156
$10.7K ﹤0.01%
578
+13
157
$10.4K ﹤0.01%
32
158
$10.3K ﹤0.01%
1,000
159
$10.2K ﹤0.01%
1,689
160
$10.2K ﹤0.01%
41
161
$9.73K ﹤0.01%
225
162
$9.39K ﹤0.01%
905
163
$9.36K ﹤0.01%
69
164
$9.34K ﹤0.01%
237
165
$9.22K ﹤0.01%
+7
166
$9.21K ﹤0.01%
5,651
167
$9.19K ﹤0.01%
53
+1
168
$8.94K ﹤0.01%
1,023
169
$8.94K ﹤0.01%
573
170
$8.76K ﹤0.01%
18
171
$8.68K ﹤0.01%
50
172
$8.48K ﹤0.01%
91
173
$8.34K ﹤0.01%
768
174
$8.31K ﹤0.01%
102
+1
175
$7.94K ﹤0.01%
36
5 6
7
8 9