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
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$4.98M
3
+$1.18M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1M

Top Sells

1
+$3.84M
2
+$3.29M
3
+$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLOK icon
226
Amplify Blockchain Technology ETF
BLOK
$1.16B
$14.1K ﹤0.01%
210
IREN icon
227
Iris Energy
IREN
$11.9B
$14.1K ﹤0.01%
300
-200
AU icon
228
AngloGold Ashanti
AU
$42.3B
$14.1K ﹤0.01%
200
IYW icon
229
iShares US Technology ETF
IYW
$21.1B
$13.9K ﹤0.01%
+71
ROBO icon
230
ROBO Global Robotics & Automation Index ETF
ROBO
$1.24B
$13.8K ﹤0.01%
211
BN icon
231
Brookfield
BN
$104B
$13.6K ﹤0.01%
+297
CAT icon
232
Caterpillar
CAT
$273B
$13.1K ﹤0.01%
27
-63
UBER icon
233
Uber
UBER
$182B
$12.6K ﹤0.01%
129
+13
VICI icon
234
VICI Properties
VICI
$30.4B
$12.5K ﹤0.01%
384
+209
FDX icon
235
FedEx
FDX
$63.8B
$12.5K ﹤0.01%
53
NEE icon
236
NextEra Energy
NEE
$176B
$12.5K ﹤0.01%
+166
BOTZ icon
237
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$12.4K ﹤0.01%
351
+1
C icon
238
Citigroup
C
$185B
$12.4K ﹤0.01%
122
+102
ETY icon
239
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.47B
$12.2K ﹤0.01%
768
CI icon
240
Cigna
CI
$73.2B
$12.1K ﹤0.01%
42
+23
OEF icon
241
iShares S&P 100 ETF
OEF
$28.9B
$12K ﹤0.01%
+36
SHOP icon
242
Shopify
SHOP
$204B
$11.9K ﹤0.01%
80
-20
XAR icon
243
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.36B
$11.7K ﹤0.01%
+50
UPS icon
244
United Parcel Service
UPS
$81.1B
$11.4K ﹤0.01%
137
+67
OC icon
245
Owens Corning
OC
$9.25B
$11.3K ﹤0.01%
80
+1
EBAY icon
246
eBay
EBAY
$37.5B
$11K ﹤0.01%
121
+27
LSCC icon
247
Lattice Semiconductor
LSCC
$9.77B
$11K ﹤0.01%
+150
SCHA icon
248
Schwab U.S Small- Cap ETF
SCHA
$19B
$10.7K ﹤0.01%
384
SPGI icon
249
S&P Global
SPGI
$149B
$10.7K ﹤0.01%
22
EXC icon
250
Exelon
EXC
$45.4B
$10.6K ﹤0.01%
236
+2
8 9
10
11 12