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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
-2.34%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$446M
AUM Growth
-$8.66M
Cap. Flow
+$3.92M
Cap. Flow %
0.88%
Top 10 Hldgs %
73.04%
Holding
384
New
13
Increased
89
Reduced
65
Closed
38

Top Buys

Rank Stock Value
1
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.31M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.09M
3
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$407K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$293K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$287K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$377K
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$201K
3
VUG icon
Vanguard Growth ETF
VUG
+$153K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$107K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$101K

Sector Composition

Rank Sector Weight
1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMB icon
351
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-25
Closed -$2.23K
EMBC icon
352
Embecta
EMBC
$195M
– –
-31
Closed -$640
EWC icon
353
iShares MSCI Canada ETF
EWC
$6.04B
– –
-76
Closed -$3.06K
EWD icon
354
iShares MSCI Sweden ETF
EWD
$522M
– –
-69
Closed -$2.58K
EWG icon
355
iShares MSCI Germany ETF
EWG
$1.5B
– –
-31
Closed -$986
EWI icon
356
iShares MSCI Italy ETF
EWI
$911M
– –
-97
Closed -$3.49K
EWJ icon
357
iShares MSCI Japan ETF
EWJ
$21.7B
– –
-68
Closed -$4.56K
EWL icon
358
iShares MSCI Switzerland ETF
EWL
$2.12B
– –
-77
Closed -$3.54K
EWP icon
359
iShares MSCI Spain ETF
EWP
$1.98B
– –
-134
Closed -$4.16K
EWQ icon
360
iShares MSCI France ETF
EWQ
$324M
– –
-67
Closed -$2.4K
EWS icon
361
iShares MSCI Singapore ETF
EWS
$1.01B
– –
-48
Closed -$1.05K
EWT icon
362
iShares MSCI Taiwan ETF
EWT
$10B
– –
-103
Closed -$5.33K
EWZ icon
363
iShares MSCI Brazil ETF
EWZ
$9.05B
– –
-24
Closed -$540
F icon
364
Ford
F
$57.3B
– –
-1,500
Closed -$14.8K
IFRA icon
365
iShares US Infrastructure ETF
IFRA
$4.65B
– –
-54
Closed -$2.5K
INDA icon
366
iShares MSCI India ETF
INDA
$6.71B
– –
-5
Closed -$263
IQV icon
367
IQVIA
IQV
$34.7B
– –
-55
Closed -$10.8K
IUSB icon
368
iShares Core Universal USD Bond ETF
IUSB
$42.6B
– –
-1,144
Closed -$51.7K
IYW icon
369
iShares US Technology ETF
IYW
$23.7B
– –
-67
Closed -$10.7K
MBB icon
370
iShares MBS ETF
MBB
$39B
– –
-216
Closed -$19.8K
MCHI icon
371
iShares MSCI China ETF
MCHI
$6.04B
– –
-69
Closed -$3.23K
QUAL icon
372
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
– –
-133
Closed -$23.7K
RKLB icon
373
Rocket Lab Corp
RKLB
$39.9B
– –
-175
Closed -$4.46K
SCHR
374
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.2B
– –
-370
Closed -$8.99K
TLT icon
375
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
– –
-17
Closed -$1.49K
12 13 14
15
16

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Cedar Mountain Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Cedar Mountain Advisors held 384 positions worth $446M, down 1.9% from $455M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Mountain Advisors's Q1 2025 filing shows 13 new, 89 increased, 65 reduced and 38 closed positions. Its largest new stake was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K. The largest sale was iShares Russell 1000 Growth ETF, an estimated $377K.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, down from 2.3% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q1 2025 buy was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K.
  • Cedar Mountain Advisors added most to iShares Core 10+ Year USD Bond ETF in Q1 2025, an estimated $1.31M increase.
  • Cedar Mountain Advisors's biggest Q1 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $377K.
  • Cedar Mountain Advisors fully exited iShares Core Universal USD Bond ETF in Q1 2025, selling an estimated $51.7K.
  • Cedar Mountain Advisors's ten largest holdings make up 73% of its $446M portfolio in Q1 2025.
  • Cedar Mountain Advisors opened 13 new positions and closed 38 in Q1 2025.
  • Cedar Mountain Advisors's portfolio value fell 1.9% quarter-over-quarter to $446M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.