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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
274
152
$15K ﹤0.01%
52
153
$14.7K ﹤0.01%
86
154
$14.6K ﹤0.01%
104
155
$14.4K ﹤0.01%
235
156
$14.2K ﹤0.01%
2,854
157
$14.1K ﹤0.01%
47
158
$13.6K ﹤0.01%
2,740
159
$13.6K ﹤0.01%
322
160
$13.5K ﹤0.01%
77
-294
161
$13.3K ﹤0.01%
142
162
$13.3K ﹤0.01%
204
163
$13.2K ﹤0.01%
114
164
$13.1K ﹤0.01%
32
165
$12.9K ﹤0.01%
51
166
$12.8K ﹤0.01%
287
167
$12.8K ﹤0.01%
57
168
$12.5K ﹤0.01%
345
+5
169
$12.1K ﹤0.01%
261
170
$12.1K ﹤0.01%
146
171
$11.9K ﹤0.01%
508
172
$11.9K ﹤0.01%
+154
173
$11.7K ﹤0.01%
79
-24
174
$11.6K ﹤0.01%
1,689
175
$11.5K ﹤0.01%
26
5 6
7
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