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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.7K ﹤0.01%
723
177
$14.6K ﹤0.01%
105
+1
178
$14.5K ﹤0.01%
72
-5
179
$14.4K ﹤0.01%
225
+132
180
$14K ﹤0.01%
2,854
181
$13.8K ﹤0.01%
113
-8
182
$13.6K ﹤0.01%
750
+150
183
$13.6K ﹤0.01%
500
184
$13.4K ﹤0.01%
217
+1
185
$13.3K ﹤0.01%
7,051
+6,410
186
$12.8K ﹤0.01%
52
187
$12.8K ﹤0.01%
41
-3
188
$12.2K ﹤0.01%
204
189
$11.9K ﹤0.01%
71
-5
190
$11.7K ﹤0.01%
322
191
$11.3K ﹤0.01%
79
192
$11.2K ﹤0.01%
22
193
$11.1K ﹤0.01%
595
+9
194
$11K ﹤0.01%
500
195
$11K ﹤0.01%
768
196
$10.9K ﹤0.01%
53
-107
197
$10.9K ﹤0.01%
120
198
$10.9K ﹤0.01%
22
199
$10.9K ﹤0.01%
211
+171
200
$10.9K ﹤0.01%
36
6 7
8
9 10