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
XLY icon
276
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$8.15K ﹤0.01%
34
TSM icon
277
TSMC
TSM
$1.51T
$8.1K ﹤0.01%
+29
RSG icon
278
Republic Services
RSG
$65.8B
$8.03K ﹤0.01%
35
+10
IONQ icon
279
IonQ
IONQ
$16.6B
$8K ﹤0.01%
130
-120
DOW icon
280
Dow Inc
DOW
$17B
$7.95K ﹤0.01%
346
+32
MP icon
281
MP Materials
MP
$10.8B
$7.91K ﹤0.01%
118
+22
SCHG icon
282
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$7.91K ﹤0.01%
248
ONCY
283
Oncolytics Biotech
ONCY
$93.4M
$7.91K ﹤0.01%
5,651
CHKP icon
284
Check Point Software Technologies
CHKP
$20.1B
$7.86K ﹤0.01%
38
EXK
285
Endeavour Silver
EXK
$2.72B
$7.84K ﹤0.01%
1,000
CMG icon
286
Chipotle Mexican Grill
CMG
$45.1B
$7.76K ﹤0.01%
198
LEGR icon
287
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$121M
$7.67K ﹤0.01%
137
+1
UUUU icon
288
Energy Fuels
UUUU
$3.57B
$7.67K ﹤0.01%
+500
MMC icon
289
Marsh & McLennan
MMC
$89.8B
$7.66K ﹤0.01%
+38
UL icon
290
Unilever
UL
$146B
$7.59K ﹤0.01%
+128
UMC icon
291
United Microelectronic
UMC
$19.5B
$7.58K ﹤0.01%
1,000
MU icon
292
Micron Technology
MU
$270B
$7.57K ﹤0.01%
45
-100
LOW icon
293
Lowe's Companies
LOW
$136B
$7.54K ﹤0.01%
+30
MRVL icon
294
Marvell Technology
MRVL
$80.1B
$7.29K ﹤0.01%
87
+11
SLV icon
295
iShares Silver Trust
SLV
$29.3B
$7.2K ﹤0.01%
170
AKR icon
296
Acadia Realty Trust
AKR
$2.59B
$7.12K ﹤0.01%
354
+4
MTUM icon
297
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
$6.94K ﹤0.01%
+27
ADI icon
298
Analog Devices
ADI
$134B
$6.88K ﹤0.01%
28
-44
USAR
299
USA Rare Earth Inc
USAR
$1.9B
$6.88K ﹤0.01%
400
PCG icon
300
PG&E
PCG
$33.7B
$6.82K ﹤0.01%
452
10 11
12
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