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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.4K ﹤0.01%
2,456
+387
152
$20.9K ﹤0.01%
209
-163
153
$20.5K ﹤0.01%
220
154
$19.3K ﹤0.01%
362
+3
155
$19.1K ﹤0.01%
72
156
$18.4K ﹤0.01%
59
-4
157
$18.4K ﹤0.01%
48
-3
158
$18.3K ﹤0.01%
80
-75
159
$18.2K ﹤0.01%
344
+2
160
$18.2K ﹤0.01%
613
161
$18.1K ﹤0.01%
238
162
$17.8K ﹤0.01%
173
163
$17.8K ﹤0.01%
169
164
$17.5K ﹤0.01%
345
-217
165
$17.3K ﹤0.01%
400
166
$17K ﹤0.01%
25
-2
167
$17K ﹤0.01%
35
-2
168
$16.8K ﹤0.01%
385
169
$15.8K ﹤0.01%
2,740
170
$15.5K ﹤0.01%
47
171
$15.2K ﹤0.01%
72
-5
172
$15.2K ﹤0.01%
75
173
$15K ﹤0.01%
8
174
$14.9K ﹤0.01%
356
+201
175
$14.8K ﹤0.01%
42
-3
5 6
7
8 9