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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$918K
3
+$729K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$717K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$247K

Top Sells

1
+$3.25M
2
+$1.29M
3
+$1.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.5K
5
ADP icon
Automatic Data Processing
ADP
+$77.4K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
+100
202
$6K ﹤0.01%
89
203
$6K ﹤0.01%
47
204
$6K ﹤0.01%
57
205
$6K ﹤0.01%
146
206
$5K ﹤0.01%
4
207
$5K ﹤0.01%
100
208
$5K ﹤0.01%
44
-36
209
$5K ﹤0.01%
94
210
$5K ﹤0.01%
1,000
211
$5K ﹤0.01%
500
212
$5K ﹤0.01%
78
213
$5K ﹤0.01%
82
214
$5K ﹤0.01%
+252
215
$5K ﹤0.01%
68
216
$5K ﹤0.01%
200
217
$4K ﹤0.01%
+300
218
$4K ﹤0.01%
137
219
$4K ﹤0.01%
6
220
$4K ﹤0.01%
51
221
$4K ﹤0.01%
105
222
$4K ﹤0.01%
74
223
$4K ﹤0.01%
89
224
$4K ﹤0.01%
138
225
$4K ﹤0.01%
38
7 8
9
10 11