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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
360
-90
177
$6K ﹤0.01%
51
178
$6K ﹤0.01%
53
179
$6K ﹤0.01%
57
+28
180
$5K ﹤0.01%
67
181
$5K ﹤0.01%
238
182
$5K ﹤0.01%
146
183
$5K ﹤0.01%
535
184
$5K ﹤0.01%
190
+100
185
$5K ﹤0.01%
94
186
$5K ﹤0.01%
500
187
$4K ﹤0.01%
27
188
$4K ﹤0.01%
31
189
$4K ﹤0.01%
76
190
$4K ﹤0.01%
95
191
$4K ﹤0.01%
78
-21
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$4K ﹤0.01%
68
193
$4K ﹤0.01%
89
-344
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$4K ﹤0.01%
69
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$4K ﹤0.01%
34
196
$4K ﹤0.01%
135
197
$3K ﹤0.01%
+125
198
$3K ﹤0.01%
25
199
$3K ﹤0.01%
6
-3
200
$3K ﹤0.01%
115
6 7
8
9 10