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
AGCO icon
251
AGCO
AGCO
$8.31B
$6.19K ﹤0.01%
60
DE icon
252
Deere & Co
DE
$139B
$6.17K ﹤0.01%
12
RSG icon
253
Republic Services
RSG
$65.3B
$6.17K ﹤0.01%
25
TIP icon
254
iShares TIPS Bond ETF
TIP
$13.7B
$6.05K ﹤0.01%
55
+1
SMR icon
255
NuScale Power
SMR
$5.71B
$5.93K ﹤0.01%
150
DGX icon
256
Quest Diagnostics
DGX
$21.1B
$5.93K ﹤0.01%
33
-28
MRVL icon
257
Marvell Technology
MRVL
$68.2B
$5.85K ﹤0.01%
76
B
258
Barrick Mining
B
$82.2B
$5.83K ﹤0.01%
+280
REXR icon
259
Rexford Industrial Realty
REXR
$9.55B
$5.8K ﹤0.01%
163
VICI icon
260
VICI Properties
VICI
$31B
$5.71K ﹤0.01%
175
ACMR icon
261
ACM Research
ACMR
$3.48B
$5.7K ﹤0.01%
+220
XLU icon
262
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$5.63K ﹤0.01%
138
CLOV icon
263
Clover Health Investments
CLOV
$1.31B
$5.58K ﹤0.01%
2,000
SLV icon
264
iShares Silver Trust
SLV
$46.3B
$5.58K ﹤0.01%
170
LASR icon
265
nLIGHT
LASR
$2.23B
$5.55K ﹤0.01%
282
FCX icon
266
Freeport-McMoran
FCX
$84.3B
$5.46K ﹤0.01%
126
GNRC icon
267
Generac Holdings
GNRC
$9.44B
$5.01K ﹤0.01%
35
PSX icon
268
Phillips 66
PSX
$55.7B
$5.01K ﹤0.01%
42
SUN icon
269
Sunoco
SUN
$10.8B
$4.98K ﹤0.01%
93
GS icon
270
Goldman Sachs
GS
$289B
$4.95K ﹤0.01%
7
EXK
271
Endeavour Silver
EXK
$3.45B
$4.92K ﹤0.01%
1,000
UAL icon
272
United Airlines
UAL
$36.7B
$4.54K ﹤0.01%
57
PRU icon
273
Prudential Financial
PRU
$39.1B
$4.51K ﹤0.01%
42
+1
DEFT
274
Defi Technologies
DEFT
$417M
$4.39K ﹤0.01%
+1,500
USAR
275
USA Rare Earth Inc
USAR
$2.46B
$4.38K ﹤0.01%
+400