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
SMTC icon
351
Semtech
SMTC
$15.2B
$16.1K ﹤0.01%
209
+190
WHD icon
352
Cactus
WHD
$4.08B
$16K ﹤0.01%
338
+337
EFAX icon
353
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$493M
$15.9K ﹤0.01%
320
NXT icon
354
Nextpower Inc
NXT
$22B
$15.8K ﹤0.01%
+131
NEE icon
355
NextEra Energy
NEE
$176B
$15.8K ﹤0.01%
170
-1
POR icon
356
Portland General Electric
POR
$5.66B
$15.7K ﹤0.01%
+297
GH icon
357
Guardant Health
GH
$16.8B
$15.6K ﹤0.01%
+169
SYK icon
358
Stryker
SYK
$113B
$15.4K ﹤0.01%
47
+39
DOW icon
359
Dow Inc
DOW
$25.5B
$15.4K ﹤0.01%
370
+23
PHIN icon
360
Phinia Inc
PHIN
$2.96B
$15.4K ﹤0.01%
225
+224
KMPR icon
361
Kemper
KMPR
$1.35B
$15.3K ﹤0.01%
500
SLAB icon
362
Silicon Laboratories
SLAB
$7.23B
$15.2K ﹤0.01%
+73
EG icon
363
Everest Group
EG
$12.6B
$15K ﹤0.01%
+46
FBK icon
364
FB Financial Corp
FBK
$2.67B
$15K ﹤0.01%
+289
UVSP icon
365
Univest Financial
UVSP
$1.09B
$14.9K ﹤0.01%
+434
GTES icon
366
Gates Industrial
GTES
$6.61B
$14.8K ﹤0.01%
+653
UPS icon
367
United Parcel Service
UPS
$92.4B
$14.6K ﹤0.01%
149
+11
GNRC icon
368
Generac Holdings
GNRC
$16.8B
$14.5K ﹤0.01%
74
+39
AIR icon
369
AAR Corp
AIR
$4.43B
$14.4K ﹤0.01%
+132
VIG icon
370
Vanguard Dividend Appreciation ETF
VIG
$109B
$14.4K ﹤0.01%
67
EPAM icon
371
EPAM Systems
EPAM
$5.08B
$14.4K ﹤0.01%
106
+104
TFC icon
372
Truist Financial
TFC
$59.1B
$14.3K ﹤0.01%
312
+102
GRNY
373
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.47B
$14.3K ﹤0.01%
600
-800
IGM icon
374
iShares Expanded Tech Sector ETF
IGM
$11.3B
$14.3K ﹤0.01%
120
MTG icon
375
MGIC Investment
MTG
$5.26B
$14.1K ﹤0.01%
+539
13 14
15
16 17