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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
137
202
$3K ﹤0.01%
474
+14
203
$3K ﹤0.01%
115
204
$3K ﹤0.01%
82
-22
205
$3K ﹤0.01%
42
206
$3K ﹤0.01%
+2
207
$3K ﹤0.01%
56
208
$3K ﹤0.01%
44
209
$3K ﹤0.01%
47
210
$3K ﹤0.01%
100
211
$3K ﹤0.01%
38
212
$2K ﹤0.01%
404
213
$2K ﹤0.01%
62
214
$2K ﹤0.01%
18
+17
215
$2K ﹤0.01%
89
216
$2K ﹤0.01%
49
217
$2K ﹤0.01%
1,000
218
$2K ﹤0.01%
200
219
$2K ﹤0.01%
121
220
$2K ﹤0.01%
28
221
$2K ﹤0.01%
132
222
$2K ﹤0.01%
74
223
$2K ﹤0.01%
12
224
$2K ﹤0.01%
34
225
$1K ﹤0.01%
68
7 8
9
10 11