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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.9K ﹤0.01%
+3,500
152
$22.8K ﹤0.01%
285
-45
153
$22.4K ﹤0.01%
25
154
$22.1K ﹤0.01%
911
+12
155
$21.9K ﹤0.01%
2,456
156
$21.4K ﹤0.01%
42
157
$21.3K ﹤0.01%
62
158
$21.3K ﹤0.01%
400
159
$20.9K ﹤0.01%
104
160
$19.3K ﹤0.01%
346
+2
161
$19.2K ﹤0.01%
120
+100
162
$18.6K ﹤0.01%
48
163
$18.1K ﹤0.01%
238
164
$18K ﹤0.01%
200
+31
165
$17.9K ﹤0.01%
145
+100
166
$17.7K ﹤0.01%
349
+4
167
$17.6K ﹤0.01%
59
168
$17.4K ﹤0.01%
+1,600
169
$17.1K ﹤0.01%
173
170
$17.1K ﹤0.01%
72
171
$17.1K ﹤0.01%
366
+4
172
$17K ﹤0.01%
750
173
$17K ﹤0.01%
54
-11
174
$16.9K ﹤0.01%
357
+1
175
$16.8K ﹤0.01%
72
5 6
7
8 9