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 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
GS icon
326
Goldman Sachs
GS
$249B
$5.57K ﹤0.01%
7
BSV icon
327
Vanguard Short-Term Bond ETF
BSV
$39.2B
$5.52K ﹤0.01%
+70
UAL icon
328
United Airlines
UAL
$34.9B
$5.5K ﹤0.01%
57
SMR icon
329
NuScale Power
SMR
$5.31B
$5.4K ﹤0.01%
150
BKNG icon
330
Booking.com
BKNG
$164B
$5.4K ﹤0.01%
+1
LRCX icon
331
Lam Research
LRCX
$199B
$5.22K ﹤0.01%
+39
DAL icon
332
Delta Air Lines
DAL
$43.6B
$5.11K ﹤0.01%
90
+1
UPST icon
333
Upstart Holdings
UPST
$4.25B
$5.08K ﹤0.01%
100
OMC icon
334
Omnicom Group
OMC
$22.9B
$5.05K ﹤0.01%
+62
FCX icon
335
Freeport-McMoran
FCX
$64.2B
$4.94K ﹤0.01%
126
EMN icon
336
Eastman Chemical
EMN
$7.06B
$4.92K ﹤0.01%
+78
NOC icon
337
Northrop Grumman
NOC
$78.4B
$4.88K ﹤0.01%
+8
BCE icon
338
BCE
BCE
$21.8B
$4.82K ﹤0.01%
+206
DCI icon
339
Donaldson
DCI
$10.2B
$4.75K ﹤0.01%
+58
SUN icon
340
Sunoco
SUN
$10.3B
$4.65K ﹤0.01%
93
CME icon
341
CME Group
CME
$100B
$4.59K ﹤0.01%
+17
MUB icon
342
iShares National Muni Bond ETF
MUB
$41.5B
$4.47K ﹤0.01%
+42
PRU icon
343
Prudential Financial
PRU
$38.1B
$4.41K ﹤0.01%
42
WBD icon
344
Warner Bros
WBD
$60.4B
$4.38K ﹤0.01%
224
+180
LH icon
345
Labcorp
LH
$22.1B
$4.31K ﹤0.01%
+15
RAL
346
Ralliant Corp
RAL
$5.61B
$4.29K ﹤0.01%
+98
LIN icon
347
Linde
LIN
$190B
$4.28K ﹤0.01%
+9
COLB icon
348
Columbia Banking Systems
COLB
$8.44B
$4.23K ﹤0.01%
164
+2
DEO icon
349
Diageo
DEO
$51.9B
$4.2K ﹤0.01%
+44
ETR icon
350
Entergy
ETR
$41.4B
$4.19K ﹤0.01%
+45