CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+6.39%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$233M
AUM Growth
–
Cap. Flow
+$233M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
91.72%
Holding
268
New
251
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$47.8M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$45.7M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$23.7M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$22.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$20M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Industrials | 1.2% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Consumer Staples | 0.52% |
| 5 | Financials | 0.36% |
