CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.6K ﹤0.01%
297
+72
177
$16.3K ﹤0.01%
30
+8
178
$16.2K ﹤0.01%
41
+13
179
$16K ﹤0.01%
+20
180
$16K ﹤0.01%
56
-58
181
$16K ﹤0.01%
8
182
$16K ﹤0.01%
500
183
$15.9K ﹤0.01%
2,740
184
$15.6K ﹤0.01%
35
185
$15.4K ﹤0.01%
156
186
$15.3K ﹤0.01%
97
-101
187
$15.1K ﹤0.01%
217
188
$14.3K ﹤0.01%
723
189
$14K ﹤0.01%
113
190
$13.8K ﹤0.01%
80
191
$13.7K ﹤0.01%
2,854
192
$13.5K ﹤0.01%
120
193
$13.4K ﹤0.01%
106
194
$13K ﹤0.01%
322
195
$12.6K ﹤0.01%
211
196
$12.6K ﹤0.01%
215
+200
197
$12K ﹤0.01%
210
198
$12K ﹤0.01%
53
+1
199
$12K ﹤0.01%
49
-23
200
$11.9K ﹤0.01%
768
6 7
8
9 10