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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.7K ﹤0.01%
232
+3
202
$10.4K ﹤0.01%
+28
203
$10.3K ﹤0.01%
61
204
$10.2K ﹤0.01%
+156
205
$9.96K ﹤0.01%
+350
206
$9.94K ﹤0.01%
198
-14
207
$9.8K ﹤0.01%
1,023
208
$9.71K ﹤0.01%
+221
209
$9.06K ﹤0.01%
151
+1
210
$9K ﹤0.01%
384
211
$8.66K ﹤0.01%
38
212
$8.64K ﹤0.01%
121
213
$8.41K ﹤0.01%
199
214
$7.97K ﹤0.01%
181
215
$7.95K ﹤0.01%
299
+185
216
$7.94K ﹤0.01%
50
217
$7.77K ﹤0.01%
452
218
$7.75K ﹤0.01%
210
219
$7.64K ﹤0.01%
69
220
$7.48K ﹤0.01%
1,050
-450
221
$7.42K ﹤0.01%
200
222
$7.25K ﹤0.01%
346
+3
223
$7.19K ﹤0.01%
100
224
$7.18K ﹤0.01%
2,000
225
$7.15K ﹤0.01%
1,000
7 8
9
10 11