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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.58K ﹤0.01%
52
202
$5.49K ﹤0.01%
73
-140
203
$5.43K ﹤0.01%
+350
204
$5.38K ﹤0.01%
152
205
$5.09K ﹤0.01%
83
206
$5.07K ﹤0.01%
51
207
$4.95K ﹤0.01%
259
208
$4.87K ﹤0.01%
69
209
$4.79K ﹤0.01%
38
210
$4.79K ﹤0.01%
126
211
$4.66K ﹤0.01%
312
212
$4.63K ﹤0.01%
74
213
$4.54K ﹤0.01%
52
214
$4.54K ﹤0.01%
137
215
$4.51K ﹤0.01%
314
+4
216
$4.43K ﹤0.01%
147
217
$4.39K ﹤0.01%
34
218
$4.37K ﹤0.01%
42
219
$4.36K ﹤0.01%
127
+1
220
$4.06K ﹤0.01%
96
221
$3.96K ﹤0.01%
50
222
$3.9K ﹤0.01%
94
223
$3.88K ﹤0.01%
200
224
$3.77K ﹤0.01%
146
225
$3.74K ﹤0.01%
170
7 8
9
10 11