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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.4K ﹤0.01%
+250
177
$11.4K ﹤0.01%
49
-2
178
$10.9K ﹤0.01%
103
179
$10.7K ﹤0.01%
220
180
$10.4K ﹤0.01%
66
+1
181
$10.2K ﹤0.01%
53
182
$9.94K ﹤0.01%
7
183
$9.65K ﹤0.01%
1,023
184
$9.36K ﹤0.01%
768
185
$9.36K ﹤0.01%
64
186
$9.14K ﹤0.01%
163
187
$9.1K ﹤0.01%
79
+10
188
$9.07K ﹤0.01%
384
189
$8.96K ﹤0.01%
120
190
$8.77K ﹤0.01%
75
191
$8.51K ﹤0.01%
132
192
$8.46K ﹤0.01%
1,000
193
$8.41K ﹤0.01%
61
+29
194
$8.15K ﹤0.01%
452
195
$8.14K ﹤0.01%
36
196
$8.08K ﹤0.01%
225
197
$7.63K ﹤0.01%
5,651
198
$7.48K ﹤0.01%
542
+12
199
$7.26K ﹤0.01%
73
200
$7.23K ﹤0.01%
500
6 7
8
9 10