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
IP icon
326
International Paper
IP
$17.9B
$18K ﹤0.01%
503
+129
CRWD icon
327
CrowdStrike
CRWD
$196B
$18K ﹤0.01%
46
-1
PBH icon
328
Prestige Consumer Healthcare
PBH
$2.17B
$17.8K ﹤0.01%
+301
FN icon
329
Fabrinet
FN
$25.1B
$17.7K ﹤0.01%
34
+31
SOLV icon
330
Solventum
SOLV
$13.2B
$17.6K ﹤0.01%
269
+31
XLK icon
331
State Street Technology Select Sector SPDR ETF
XLK
$129B
$17.5K ﹤0.01%
132
+26
NVTS icon
332
Navitas Semiconductor
NVTS
$6.13B
$17.5K ﹤0.01%
2,000
KBE icon
333
State Street SPDR S&P Bank ETF
KBE
$1.39B
$17.4K ﹤0.01%
292
-59
SSB icon
334
SouthState Bank Corp
SSB
$9.2B
$17.3K ﹤0.01%
+187
PSX icon
335
Phillips 66
PSX
$73.2B
$17.1K ﹤0.01%
94
+52
AEIS icon
336
Advanced Energy
AEIS
$12.5B
$17.1K ﹤0.01%
53
+50
GM icon
337
General Motors
GM
$73.7B
$17.1K ﹤0.01%
229
+228
LNC icon
338
Lincoln National
LNC
$6.67B
$17K ﹤0.01%
+479
REGN icon
339
Regeneron Pharmaceuticals
REGN
$63.2B
$17K ﹤0.01%
+22
IBP icon
340
Installed Building Products
IBP
$5.5B
$17K ﹤0.01%
64
+63
SM icon
341
SM Energy
SM
$7.9B
$16.8K ﹤0.01%
538
+523
IONS icon
342
Ionis Pharmaceuticals
IONS
$12.1B
$16.7K ﹤0.01%
+223
TECK icon
343
Teck Resources
TECK
$34.5B
$16.7K ﹤0.01%
322
ATMU icon
344
Atmus Filtration Technologies
ATMU
$3.86B
$16.6K ﹤0.01%
+293
LFUS icon
345
Littelfuse
LFUS
$12.3B
$16.6K ﹤0.01%
+49
QCOM icon
346
Qualcomm
QCOM
$254B
$16.6K ﹤0.01%
129
+90
SPXC icon
347
SPX Corp
SPXC
$11.5B
$16.6K ﹤0.01%
+83
MCK icon
348
McKesson
MCK
$88.6B
$16.4K ﹤0.01%
19
-2
ESS icon
349
Essex Property Trust
ESS
$17.8B
$16.2K ﹤0.01%
+67
LASR icon
350
nLIGHT
LASR
$4.31B
$16.1K ﹤0.01%
282
12 13
14
15 16