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 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
ET icon
251
Energy Transfer Partners
ET
$65.4B
$10.6K ﹤0.01%
617
+11
GIS icon
252
General Mills
GIS
$18.7B
$10.3K ﹤0.01%
204
IMCG icon
253
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.42B
$10K ﹤0.01%
121
MEDP icon
254
Medpace
MEDP
$14.5B
$9.77K ﹤0.01%
+19
BG icon
255
Bunge Global
BG
$24.3B
$9.75K ﹤0.01%
120
HYT icon
256
BlackRock Corporate High Yield Fund
HYT
$1.41B
$9.72K ﹤0.01%
1,023
TFC icon
257
Truist Financial
TFC
$63.6B
$9.6K ﹤0.01%
+210
ONON icon
258
On Holding
ONON
$11.9B
$9.36K ﹤0.01%
221
GPC icon
259
Genuine Parts
GPC
$15.5B
$9.29K ﹤0.01%
+67
DUK icon
260
Duke Energy
DUK
$97.9B
$9.28K ﹤0.01%
+75
JCI icon
261
Johnson Controls International
JCI
$84.8B
$9.24K ﹤0.01%
+84
QUBT icon
262
Quantum Computing Inc
QUBT
$2.19B
$9.21K ﹤0.01%
500
IHI icon
263
iShares US Medical Devices ETF
IHI
$3.22B
$9.06K ﹤0.01%
151
SPEU icon
264
State Street SPDR Portfolio Europe ETF
SPEU
$722M
$9.02K ﹤0.01%
181
ADM icon
265
Archer Daniels Midland
ADM
$33.4B
$8.96K ﹤0.01%
150
DOC icon
266
Healthpeak Properties
DOC
$11.4B
$8.92K ﹤0.01%
+466
CGNX icon
267
Cognex
CGNX
$8.94B
$8.83K ﹤0.01%
+195
SCHV icon
268
Schwab US Large-Cap Value ETF
SCHV
$15B
$8.7K ﹤0.01%
299
ACMR icon
269
ACM Research
ACMR
$3.5B
$8.61K ﹤0.01%
220
QCOM icon
270
Qualcomm
QCOM
$146B
$8.48K ﹤0.01%
+51
SHOO icon
271
Steven Madden
SHOO
$2.86B
$8.47K ﹤0.01%
+253
LASR icon
272
nLIGHT
LASR
$3.94B
$8.36K ﹤0.01%
282
AMBA icon
273
Ambarella
AMBA
$2.66B
$8.25K ﹤0.01%
+100
B
274
Barrick Mining
B
$68.5B
$8.19K ﹤0.01%
250
-30
LEVI icon
275
Levi Strauss
LEVI
$8.78B
$8.15K ﹤0.01%
350