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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
802
177
$10K ﹤0.01%
70
178
$10K ﹤0.01%
576
-53
179
$10K ﹤0.01%
200
180
$9K ﹤0.01%
134
181
$9K ﹤0.01%
151
182
$9K ﹤0.01%
5,651
183
$9K ﹤0.01%
400
+12
184
$9K ﹤0.01%
91
185
$9K ﹤0.01%
163
186
$9K ﹤0.01%
142
187
$9K ﹤0.01%
1,000
188
$9K ﹤0.01%
147
189
$8K ﹤0.01%
230
190
$8K ﹤0.01%
395
191
$8K ﹤0.01%
53
192
$8K ﹤0.01%
137
193
$8K ﹤0.01%
36
194
$8K ﹤0.01%
167
195
$8K ﹤0.01%
135
+41
196
$8K ﹤0.01%
377
197
$8K ﹤0.01%
130
198
$8K ﹤0.01%
18
199
$8K ﹤0.01%
+84
200
$8K ﹤0.01%
95
6 7
8
9 10