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
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$328K
3 +$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1 +$1.26M
2 +$671K
3 +$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLOV icon
326
Clover Health Investments
CLOV
$1.15B
$4.7K ﹤0.01%
2,000
COLB icon
327
Columbia Banking Systems
COLB
$8.59B
$4.65K ﹤0.01%
166
+2
SPOT icon
328
Spotify
SPOT
$110B
$4.65K ﹤0.01%
8
CME icon
329
CME Group
CME
$104B
$4.64K ﹤0.01%
17
GILD icon
330
Gilead Sciences
GILD
$171B
$4.54K ﹤0.01%
37
+6
UPST icon
331
Upstart Holdings
UPST
$3.28B
$4.37K ﹤0.01%
100
R icon
332
Ryder
R
$8.9B
$4.21K ﹤0.01%
22
ETR icon
333
Entergy
ETR
$52.9B
$4.16K ﹤0.01%
45
AZN icon
334
AstraZeneca
AZN
$318B
$4.14K ﹤0.01%
45
+32
ECL icon
335
Ecolab
ECL
$77.6B
$3.94K ﹤0.01%
15
GEHC icon
336
GE HealthCare
GEHC
$34.1B
$3.94K ﹤0.01%
48
TEL icon
337
TE Connectivity
TEL
$72.2B
$3.87K ﹤0.01%
17
+2
LIN icon
338
Linde
LIN
$228B
$3.84K ﹤0.01%
9
VLTO icon
339
Veralto
VLTO
$22.3B
$3.82K ﹤0.01%
38
DEO icon
340
Diageo
DEO
$45.5B
$3.8K ﹤0.01%
44
LH icon
341
Labcorp
LH
$22.2B
$3.76K ﹤0.01%
15
SNPS icon
342
Synopsys
SNPS
$86.1B
$3.76K ﹤0.01%
8
IEO icon
343
iShares US Oil & Gas Exploration & Production ETF
IEO
$569M
$3.71K ﹤0.01%
42
+1
IEMG icon
344
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$3.63K ﹤0.01%
54
ULTA icon
345
Ulta Beauty
ULTA
$24.2B
$3.63K ﹤0.01%
6
TT icon
346
Trane Technologies
TT
$105B
$3.5K ﹤0.01%
9
DVN icon
347
Devon Energy
DVN
$27.5B
$3.45K ﹤0.01%
94
NEWP
348
New Pacific Metals
NEWP
$1.01B
$3.44K ﹤0.01%
981
IEZ icon
349
iShares US Oil Equipment & Services ETF
IEZ
$453M
$3.44K ﹤0.01%
165
+1
NOC icon
350
Northrop Grumman
NOC
$94.5B
$3.42K ﹤0.01%
6
-2