CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
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
1
$69.7M 18.86%
229,860
-3,888
2
$66.5M 18.01%
402,585
-1,049
3
$28.5M 7.71%
245,010
+183
4
$28.3M 7.65%
270,658
-1,642
5
$22.2M 6.01%
205,233
-1,061
6
$20M 5.41%
671,176
-28,523
7
$18.6M 5.02%
45,317
-466
8
$17.3M 4.69%
566,549
-1,104
9
$14.7M 3.98%
298,072
-29
10
$13.2M 3.57%
143,069
+485
11
$9.1M 2.46%
168,236
+600
12
$8.61M 2.33%
213,535
-856
13
$8.11M 2.19%
293,113
+2,852
14
$6.8M 1.84%
102,300
-460
15
$3.78M 1.02%
92,081
+1,422
16
$3.1M 0.84%
13,314
+22
17
$3M 0.81%
11,975
+62
18
$2.77M 0.75%
114,460
+40
19
$2.24M 0.61%
31,056
+604
20
$2.2M 0.59%
63,318
21
$2.01M 0.54%
20,105
-421
22
$1.9M 0.51%
9,863
+16
23
$1.8M 0.49%
4,791
-25
24
$978K 0.26%
4,874
25
$755K 0.2%
3,671
+3
1
2 3 4 5