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
$369M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$127K
2
+$116K
3
+$78.9K
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$58.4K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.9K

Top Sells

1
+$1.18M
2
+$849K
3
+$191K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$173K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$172K

Sector Composition

1 Technology 2.39%
2 Industrials 0.82%
3 Consumer Discretionary 0.75%
4 Consumer Staples 0.48%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.65K ﹤0.01%
396
+6
202
$6.08K ﹤0.01%
34
203
$6.04K ﹤0.01%
100
204
$6.01K ﹤0.01%
350
205
$5.88K ﹤0.01%
641
206
$5.88K ﹤0.01%
318
+3
207
$5.86K ﹤0.01%
196
208
$5.83K ﹤0.01%
75
+1
209
$5.81K ﹤0.01%
38
210
$5.79K ﹤0.01%
54
+1
211
$5.79K ﹤0.01%
350
212
$5.61K ﹤0.01%
330
+4
213
$5.59K ﹤0.01%
42
214
$5.39K ﹤0.01%
70
215
$5.36K ﹤0.01%
126
216
$5.34K ﹤0.01%
131
+1
217
$5.14K ﹤0.01%
248
218
$4.98K ﹤0.01%
+41
219
$4.83K ﹤0.01%
128
220
$4.82K ﹤0.01%
99
221
$4.61K ﹤0.01%
137
222
$4.46K ﹤0.01%
1,000
223
$4.37K ﹤0.01%
69
224
$4.24K ﹤0.01%
99
225
$4.19K ﹤0.01%
53
+1
7 8
9
10 11