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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.1K ﹤0.01%
154
177
$15.1K ﹤0.01%
204
-66
178
$14.4K ﹤0.01%
250
179
$14.3K ﹤0.01%
2,854
180
$14.2K ﹤0.01%
52
181
$14.1K ﹤0.01%
880
+316
182
$14K ﹤0.01%
723
183
$13.9K ﹤0.01%
79
184
$13.4K ﹤0.01%
26
185
$13K ﹤0.01%
350
186
$12.8K ﹤0.01%
+26
187
$12.7K ﹤0.01%
500
188
$12K ﹤0.01%
53
189
$11.9K ﹤0.01%
165
-70
190
$11.5K ﹤0.01%
120
191
$11.4K ﹤0.01%
+96
192
$11.4K ﹤0.01%
214
193
$11.3K ﹤0.01%
768
194
$11K ﹤0.01%
7
195
$10.7K ﹤0.01%
93
196
$10.4K ﹤0.01%
36
197
$10.3K ﹤0.01%
1,023
198
$9.89K ﹤0.01%
384
199
$9.72K ﹤0.01%
146
200
$9.69K ﹤0.01%
+333
6 7
8
9 10