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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.2K ﹤0.01%
167
+2
152
$19.7K ﹤0.01%
104
153
$19.5K ﹤0.01%
75
154
$18.8K ﹤0.01%
91
155
$18.7K ﹤0.01%
478
+3
156
$18.3K ﹤0.01%
235
157
$18K ﹤0.01%
340
+2
158
$18K ﹤0.01%
173
159
$17.8K ﹤0.01%
169
+55
160
$17.8K ﹤0.01%
104
161
$17.4K ﹤0.01%
356
-52
162
$16.9K ﹤0.01%
77
163
$16.8K ﹤0.01%
322
164
$16.8K ﹤0.01%
52
165
$16.7K ﹤0.01%
142
166
$16.6K ﹤0.01%
238
167
$16.3K ﹤0.01%
800
168
$16.3K ﹤0.01%
1,200
169
$16.3K ﹤0.01%
47
170
$16K ﹤0.01%
+334
171
$15.8K ﹤0.01%
1,500
172
$15.6K ﹤0.01%
220
173
$15.5K ﹤0.01%
90
174
$15.5K ﹤0.01%
2,740
175
$15.4K ﹤0.01%
65
5 6
7
8 9