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
DAL icon
276
Delta Air Lines
DAL
$38.1B
$4.38K ﹤0.01%
89
-1
ONCY
277
Oncolytics Biotech
ONCY
$110M
$4.37K ﹤0.01%
5,651
MDT icon
278
Medtronic
MDT
$123B
$4.36K ﹤0.01%
50
SNOW icon
279
Snowflake
SNOW
$87.1B
$4.03K ﹤0.01%
18
VLTO icon
280
Veralto
VLTO
$24.5B
$3.86K ﹤0.01%
38
COLB icon
281
Columbia Banking Systems
COLB
$8.06B
$3.79K ﹤0.01%
162
+2
DAR icon
282
Darling Ingredients
DAR
$5.5B
$3.72K ﹤0.01%
98
PYPL icon
283
PayPal
PYPL
$58.8B
$3.72K ﹤0.01%
50
IEO icon
284
iShares US Oil & Gas Exploration & Production ETF
IEO
$478M
$3.63K ﹤0.01%
41
GEHC icon
285
GE HealthCare
GEHC
$33.3B
$3.56K ﹤0.01%
48
R icon
286
Ryder
R
$6.88B
$3.5K ﹤0.01%
22
KD icon
287
Kyndryl
KD
$5.88B
$3.4K ﹤0.01%
81
COLM icon
288
Columbia Sportswear
COLM
$2.89B
$3.29K ﹤0.01%
54
Z icon
289
Zillow
Z
$16.7B
$3.29K ﹤0.01%
47
HPQ icon
290
HP
HPQ
$22.9B
$3.25K ﹤0.01%
+133
IEMG icon
291
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$3.24K ﹤0.01%
54
MP icon
292
MP Materials
MP
$10.4B
$3.19K ﹤0.01%
+96
PDP icon
293
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$3.06K ﹤0.01%
28
IAC icon
294
IAC Inc
IAC
$2.57B
$3.02K ﹤0.01%
81
-18
DVN icon
295
Devon Energy
DVN
$22.5B
$2.96K ﹤0.01%
93
+1
IEZ icon
296
iShares US Oil Equipment & Services ETF
IEZ
$122M
$2.77K ﹤0.01%
163
+1
CMCSA icon
297
Comcast
CMCSA
$100B
$2.64K ﹤0.01%
74
+50
BLCN icon
298
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$45.9M
$2.42K ﹤0.01%
104
MDYG icon
299
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$2.35K ﹤0.01%
27
NTR icon
300
Nutrien
NTR
$28.7B
$2.27K ﹤0.01%
39