CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Sells

1 +$3.84M
2 +$3.29M
3 +$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DEFT
376
Defi Technologies
DEFT
$455M
$3.17K ﹤0.01%
1,500
ITW icon
377
Illinois Tool Works
ITW
$72B
$3.13K ﹤0.01%
+12
PIPR icon
378
Piper Sandler
PIPR
$5.84B
$3.12K ﹤0.01%
9
+6
CTAS icon
379
Cintas
CTAS
$73.5B
$3.08K ﹤0.01%
+15
DAR icon
380
Darling Ingredients
DAR
$5.72B
$3.02K ﹤0.01%
98
LMT icon
381
Lockheed Martin
LMT
$108B
$3K ﹤0.01%
+6
UWMC icon
382
UWM Holdings
UWMC
$1.44B
$2.97K ﹤0.01%
487
+12
ORLY icon
383
O'Reilly Automotive
ORLY
$82.8B
$2.91K ﹤0.01%
+27
TILE icon
384
Interface
TILE
$1.59B
$2.9K ﹤0.01%
100
VLO icon
385
Valero Energy
VLO
$52.9B
$2.89K ﹤0.01%
+17
EMR icon
386
Emerson Electric
EMR
$76.4B
$2.89K ﹤0.01%
+22
BLCN icon
387
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$40.3M
$2.88K ﹤0.01%
104
COLM icon
388
Columbia Sportswear
COLM
$2.91B
$2.83K ﹤0.01%
54
PODD icon
389
Insulet
PODD
$20.8B
$2.78K ﹤0.01%
+9
IAC icon
390
IAC Inc
IAC
$2.84B
$2.76K ﹤0.01%
81
VBTX
391
DELISTED
Veritex Holdings
VBTX
$2.68K ﹤0.01%
+80
NEWP
392
New Pacific Metals
NEWP
$489M
$2.66K ﹤0.01%
981
WST icon
393
West Pharmaceutical
WST
$19.4B
$2.62K ﹤0.01%
+10
CUBI icon
394
Customers Bancorp
CUBI
$2.42B
$2.62K ﹤0.01%
+40
AEM icon
395
Agnico Eagle Mines
AEM
$82.7B
$2.53K ﹤0.01%
15
PAAS icon
396
Pan American Silver
PAAS
$18.4B
$2.48K ﹤0.01%
64
+1
CL icon
397
Colgate-Palmolive
CL
$61.3B
$2.48K ﹤0.01%
+31
MDYG icon
398
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
$2.47K ﹤0.01%
27
SNDK
399
Sandisk
SNDK
$33B
$2.47K ﹤0.01%
+22
HFWA icon
400
Heritage Financial
HFWA
$824M
$2.47K ﹤0.01%
+102