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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.86K ﹤0.01%
388
177
$7.54K ﹤0.01%
108
178
$7.35K ﹤0.01%
452
-350
179
$7.35K ﹤0.01%
230
180
$7.27K ﹤0.01%
87
181
$7.11K ﹤0.01%
132
182
$7.01K ﹤0.01%
163
183
$6.95K ﹤0.01%
44
184
$6.9K ﹤0.01%
67
185
$6.72K ﹤0.01%
2,500
186
$6.65K ﹤0.01%
78
+12
187
$6.59K ﹤0.01%
53
188
$6.57K ﹤0.01%
42
189
$6.57K ﹤0.01%
377
190
$6.53K ﹤0.01%
1,000
191
$6.49K ﹤0.01%
220
192
$6.48K ﹤0.01%
100
193
$6.47K ﹤0.01%
75
194
$6.36K ﹤0.01%
+1,000
195
$6.24K ﹤0.01%
89
196
$6.21K ﹤0.01%
475
197
$6.2K ﹤0.01%
71
198
$6.17K ﹤0.01%
83
199
$6.02K ﹤0.01%
327
-24
200
$5.86K ﹤0.01%
494
-64
6 7
8
9 10