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
FTI icon
376
TechnipFMC
FTI
$27.1B
$14.1K ﹤0.01%
+204
LSCC icon
377
Lattice Semiconductor
LSCC
$21.2B
$13.9K ﹤0.01%
150
EMN icon
378
Eastman Chemical
EMN
$8.56B
$13.9K ﹤0.01%
182
+86
ISRG icon
379
Intuitive Surgical
ISRG
$144B
$13.8K ﹤0.01%
30
-3
MET icon
380
MetLife
MET
$52.1B
$13.7K ﹤0.01%
194
+172
VMI icon
381
Valmont Industries
VMI
$10.6B
$13.6K ﹤0.01%
+34
SHOO icon
382
Steven Madden
SHOO
$3.2B
$13.5K ﹤0.01%
398
+135
NRG icon
383
NRG Energy
NRG
$28.2B
$13.4K ﹤0.01%
92
-11
ET icon
384
Energy Transfer Partners
ET
$67.3B
$13.4K ﹤0.01%
694
+64
OTIS icon
385
Otis Worldwide
OTIS
$26.8B
$13.4K ﹤0.01%
174
+1
DELL icon
386
Dell
DELL
$274B
$13.3K ﹤0.01%
+81
EME icon
387
Emcor
EME
$37.3B
$13.3K ﹤0.01%
18
+13
MTZ icon
388
MasTec
MTZ
$29.2B
$13.2K ﹤0.01%
+41
NVS icon
389
Novartis
NVS
$274B
$13.1K ﹤0.01%
86
-53
CIM
390
Chimera Investment
CIM
$1.1B
$13.1K ﹤0.01%
+1,043
UTHR icon
391
United Therapeutics
UTHR
$23.3B
$13K ﹤0.01%
+22
MORN icon
392
Morningstar
MORN
$6.87B
$13K ﹤0.01%
77
CDP icon
393
COPT Defense Properties
CDP
$3.55B
$12.9K ﹤0.01%
+422
EYPT icon
394
EyePoint Inc
EYPT
$1.03B
$12.9K ﹤0.01%
1,000
VOYA icon
395
Voya Financial
VOYA
$7.44B
$12.8K ﹤0.01%
+187
PLXS icon
396
Plexus
PLXS
$7.69B
$12.8K ﹤0.01%
+63
ZION icon
397
Zions Bancorporation
ZION
$8.94B
$12.7K ﹤0.01%
+221
XAR icon
398
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.14B
$12.7K ﹤0.01%
50
CTAS icon
399
Cintas
CTAS
$69.9B
$12.7K ﹤0.01%
75
+60
NFG icon
400
National Fuel Gas
NFG
$7.36B
$12.7K ﹤0.01%
+135