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
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$328K
3 +$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1 +$1.26M
2 +$671K
3 +$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDT icon
226
Medtronic
MDT
$126B
$13.6K ﹤0.01%
142
-25
BN icon
227
Brookfield
BN
$96.5B
$13.6K ﹤0.01%
297
IYW icon
228
iShares US Technology ETF
IYW
$19.3B
$13K ﹤0.01%
65
-6
MU icon
229
Micron Technology
MU
$427B
$12.9K ﹤0.01%
45
BOTZ icon
230
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.34B
$12.7K ﹤0.01%
351
OEF icon
231
iShares S&P 100 ETF
OEF
$28.4B
$12.4K ﹤0.01%
36
UBER icon
232
Uber
UBER
$157B
$12.2K ﹤0.01%
149
+20
XAR icon
233
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.21B
$12.1K ﹤0.01%
50
BLOK icon
234
Amplify Blockchain Technology ETF
BLOK
$995M
$12K ﹤0.01%
212
+2
CI icon
235
Cigna
CI
$76.6B
$11.6K ﹤0.01%
42
SPGI icon
236
S&P Global
SPGI
$133B
$11.5K ﹤0.01%
22
LSCC icon
237
Lattice Semiconductor
LSCC
$12.8B
$11K ﹤0.01%
150
SHOO icon
238
Steven Madden
SHOO
$2.59B
$11K ﹤0.01%
263
+10
SLV icon
239
iShares Silver Trust
SLV
$42.6B
$11K ﹤0.01%
170
SCHA icon
240
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$10.9K ﹤0.01%
384
B
241
Barrick Mining
B
$77.7B
$10.9K ﹤0.01%
250
VICI icon
242
VICI Properties
VICI
$32.3B
$10.8K ﹤0.01%
384
BG icon
243
Bunge Global
BG
$23.3B
$10.7K ﹤0.01%
120
MEDP icon
244
Medpace
MEDP
$13B
$10.7K ﹤0.01%
19
LASR icon
245
nLIGHT
LASR
$3.49B
$10.6K ﹤0.01%
282
EBAY icon
246
eBay
EBAY
$40.2B
$10.5K ﹤0.01%
121
ET icon
247
Energy Transfer Partners
ET
$64.9B
$10.4K ﹤0.01%
630
+13
EXC icon
248
Exelon
EXC
$50.1B
$10.4K ﹤0.01%
238
+2
TFC icon
249
Truist Financial
TFC
$62.6B
$10.3K ﹤0.01%
210
TSM icon
250
TSMC
TSM
$1.83T
$10.3K ﹤0.01%
34
+5