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

Top Sells

1 +$948K
2 +$271K
3 +$102K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$83.1K
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
CHKP icon
226
Check Point Software Technologies
CHKP
$21.2B
$8.41K ﹤0.01%
38
DOW icon
227
Dow Inc
DOW
$16.3B
$8.31K ﹤0.01%
314
+261
SCHV icon
228
Schwab US Large-Cap Value ETF
SCHV
$14B
$8.27K ﹤0.01%
299
ADM icon
229
Archer Daniels Midland
ADM
$28.2B
$7.92K ﹤0.01%
+150
LLY icon
230
Eli Lilly
LLY
$918B
$7.85K ﹤0.01%
10
-16
UMC icon
231
United Microelectronic
UMC
$17.9B
$7.65K ﹤0.01%
1,000
XLY icon
232
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
$7.39K ﹤0.01%
34
LEGR icon
233
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$119M
$7.33K ﹤0.01%
136
+1
IREN icon
234
Iris Energy
IREN
$13.1B
$7.29K ﹤0.01%
+500
SCHG icon
235
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$7.24K ﹤0.01%
248
KO icon
236
Coca-Cola
KO
$306B
$7.16K ﹤0.01%
101
+1
CTRA icon
237
Coterra Energy
CTRA
$20.1B
$7.13K ﹤0.01%
+281
UPS icon
238
United Parcel Service
UPS
$81.4B
$7.11K ﹤0.01%
70
+1
EBAY icon
239
eBay
EBAY
$37.9B
$7K ﹤0.01%
94
CBSH icon
240
Commerce Bancshares
CBSH
$7.09B
$6.53K ﹤0.01%
105
AKR icon
241
Acadia Realty Trust
AKR
$2.64B
$6.5K ﹤0.01%
350
+4
LEVI icon
242
Levi Strauss
LEVI
$8.37B
$6.47K ﹤0.01%
350
UPST icon
243
Upstart Holdings
UPST
$3.77B
$6.47K ﹤0.01%
100
QSR icon
244
Restaurant Brands International
QSR
$22.5B
$6.36K ﹤0.01%
96
PCG icon
245
PG&E
PCG
$36.2B
$6.3K ﹤0.01%
452
SIRI icon
246
SiriusXM
SIRI
$7.24B
$6.29K ﹤0.01%
274
CI icon
247
Cigna
CI
$72B
$6.28K ﹤0.01%
19
-28
VCSH icon
248
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$6.26K ﹤0.01%
79
+1
WTRG icon
249
Essential Utilities
WTRG
$11.2B
$6.26K ﹤0.01%
168
+1
BE icon
250
Bloom Energy
BE
$26.5B
$6.2K ﹤0.01%
259