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

Top Buys

1
+$5.72M
2
+$4.95M
3
+$1.21M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$984K

Top Sells

1
+$3.65M
2
+$3.21M
3
+$2.12M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$900K

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
$1.05B
$14.1K ﹤0.01%
210
IREN icon
227
Iris Energy
IREN
$14.4B
$14.1K ﹤0.01%
300
-200
AU icon
228
AngloGold Ashanti
AU
$57.2B
$14.1K ﹤0.01%
200
IYW icon
229
iShares US Technology ETF
IYW
$19.6B
$13.9K ﹤0.01%
+71
ROBO icon
230
ROBO Global Robotics & Automation Index ETF
ROBO
$1.66B
$13.8K ﹤0.01%
211
BN icon
231
Brookfield
BN
$97.7B
$13.6K ﹤0.01%
+297
CAT icon
232
Caterpillar
CAT
$345B
$13.1K ﹤0.01%
27
-63
UBER icon
233
Uber
UBER
$157B
$12.6K ﹤0.01%
129
+13
VICI icon
234
VICI Properties
VICI
$31.8B
$12.5K ﹤0.01%
384
+209
FDX icon
235
FedEx
FDX
$90.1B
$12.5K ﹤0.01%
53
NEE icon
236
NextEra Energy
NEE
$193B
$12.5K ﹤0.01%
+166
BOTZ icon
237
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$12.4K ﹤0.01%
351
+1
C icon
238
Citigroup
C
$196B
$12.4K ﹤0.01%
122
+102
ETY icon
239
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.37B
$12.2K ﹤0.01%
768
CI icon
240
Cigna
CI
$75.1B
$12.1K ﹤0.01%
42
+23
OEF icon
241
iShares S&P 100 ETF
OEF
$28.7B
$12K ﹤0.01%
+36
SHOP icon
242
Shopify
SHOP
$168B
$11.9K ﹤0.01%
80
-20
XAR icon
243
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.24B
$11.7K ﹤0.01%
+50
UPS icon
244
United Parcel Service
UPS
$97.4B
$11.4K ﹤0.01%
137
+67
OC icon
245
Owens Corning
OC
$9.4B
$11.3K ﹤0.01%
80
+1
EBAY icon
246
eBay
EBAY
$40.8B
$11K ﹤0.01%
121
+27
LSCC icon
247
Lattice Semiconductor
LSCC
$12.6B
$11K ﹤0.01%
+150
SCHA icon
248
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$10.7K ﹤0.01%
384
SPGI icon
249
S&P Global
SPGI
$133B
$10.7K ﹤0.01%
22
EXC icon
250
Exelon
EXC
$49.9B
$10.6K ﹤0.01%
236
+2
8 9
10
11 12