CMA

Cedar Mountain Advisors Portfolio holdings

AUM $511M
1-Year Est. Return 13.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$300K
3 +$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

1 +$1.62M
2 +$633K
3 +$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MUSA icon
276
Murphy USA
MUSA
$9.72B
$22.2K ﹤0.01%
+45
BMY icon
277
Bristol-Myers Squibb
BMY
$111B
$22K ﹤0.01%
363
+302
BG icon
278
Bunge Global
BG
$25.1B
$21.9K ﹤0.01%
172
+52
JAZZ icon
279
Jazz Pharmaceuticals
JAZZ
$14.2B
$21.7K ﹤0.01%
+115
ALLY icon
280
Ally Financial
ALLY
$12.9B
$21.7K ﹤0.01%
+554
MS icon
281
Morgan Stanley
MS
$339B
$21.4K ﹤0.01%
130
-841
CR icon
282
Crane Co
CR
$10.8B
$21.2K ﹤0.01%
+124
CEG icon
283
Constellation Energy
CEG
$98.5B
$21.2K ﹤0.01%
76
BITO icon
284
ProShares Bitcoin Strategy ETF
BITO
$1.55B
$21.2K ﹤0.01%
2,272
+743
NVST icon
285
Envista
NVST
$3.73B
$21.1K ﹤0.01%
+831
ADI icon
286
Analog Devices
ADI
$206B
$21K ﹤0.01%
66
+38
MA icon
287
Mastercard
MA
$422B
$21K ﹤0.01%
42
+32
AGX icon
288
Argan
AGX
$9.26B
$20.7K ﹤0.01%
+38
G icon
289
Genpact
G
$5.6B
$20.6K ﹤0.01%
+554
FITB
290
Fifth Third Bancorp
FITB
$45.6B
$20.6K ﹤0.01%
+443
WTFC icon
291
Wintrust Financial
WTFC
$10.1B
$20.6K ﹤0.01%
148
+142
STT icon
292
State Street
STT
$44.2B
$20.5K ﹤0.01%
+162
ADM icon
293
Archer Daniels Midland
ADM
$39.7B
$20.4K ﹤0.01%
280
+130
HURN icon
294
Huron Consulting
HURN
$1.73B
$20.1K ﹤0.01%
+158
EXP icon
295
Eagle Materials
EXP
$6.76B
$20.1K ﹤0.01%
+106
CARR icon
296
Carrier Global
CARR
$55.2B
$20.1K ﹤0.01%
356
OC icon
297
Owens Corning
OC
$9.7B
$20K ﹤0.01%
185
+105
ITT icon
298
ITT
ITT
$17.4B
$20K ﹤0.01%
+105
XPRO icon
299
Expro
XPRO
$1.74B
$19.7K ﹤0.01%
+1,131
PIPR icon
300
Piper Sandler
PIPR
$5.23B
$19.6K ﹤0.01%
256
+220