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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.8K ﹤0.01%
500
202
$11.6K ﹤0.01%
22
203
$11.5K ﹤0.01%
+100
204
$11.5K ﹤0.01%
221
205
$11.4K ﹤0.01%
41
206
$11.4K ﹤0.01%
+4
207
$11.4K ﹤0.01%
350
208
$11.1K ﹤0.01%
198
209
$11K ﹤0.01%
606
+11
210
$10.9K ﹤0.01%
79
211
$10.8K ﹤0.01%
+116
212
$10.7K ﹤0.01%
250
213
$10.6K ﹤0.01%
204
214
$10.4K ﹤0.01%
36
215
$10.1K ﹤0.01%
234
+2
216
$9.97K ﹤0.01%
1,023
217
$9.71K ﹤0.01%
384
218
$9.71K ﹤0.01%
121
219
$9.63K ﹤0.01%
+120
220
$9.59K ﹤0.01%
+500
221
$9.44K ﹤0.01%
151
222
$9.41K ﹤0.01%
1,000
223
$9.11K ﹤0.01%
200
224
$9.11K ﹤0.01%
50
225
$8.77K ﹤0.01%
181
7 8
9
10 11