CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$328K
3 +$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1 +$1.26M
2 +$671K
3 +$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLD icon
376
Prologis
PLD
$128B
$2.55K ﹤0.01%
20
AEM icon
377
Agnico Eagle Mines
AEM
$117B
$2.54K ﹤0.01%
15
ARWR icon
378
Arrowhead Research
ARWR
$8.92B
$2.52K ﹤0.01%
38
MDYG icon
379
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.61B
$2.5K ﹤0.01%
27
LBRT icon
380
Liberty Energy
LBRT
$4.49B
$2.49K ﹤0.01%
135
HIG icon
381
Hartford Financial Services
HIG
$38.9B
$2.48K ﹤0.01%
18
CL icon
382
Colgate-Palmolive
CL
$76.6B
$2.45K ﹤0.01%
31
HFWA icon
383
Heritage Financial
HFWA
$899M
$2.41K ﹤0.01%
102
NTR icon
384
Nutrien
NTR
$35.9B
$2.41K ﹤0.01%
39
DRIV icon
385
Global X Autonomous & Electric Vehicles ETF
DRIV
$342M
$2.35K ﹤0.01%
79
CALY
386
Callaway Golf Company
CALY
$2.61B
$2.27K ﹤0.01%
195
HAFC icon
387
Hanmi Financial
HAFC
$799M
$2.22K ﹤0.01%
82
MDYV icon
388
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.53B
$2.2K ﹤0.01%
26
UWMC icon
389
UWM Holdings
UWMC
$1.23B
$2.17K ﹤0.01%
496
+9
KD icon
390
Kyndryl
KD
$2.97B
$2.15K ﹤0.01%
81
AMD icon
391
Advanced Micro Devices
AMD
$324B
$2.14K ﹤0.01%
10
SMR icon
392
NuScale Power
SMR
$3.69B
$2.13K ﹤0.01%
150
HI
393
DELISTED
Hillenbrand
HI
$2.13K ﹤0.01%
67
-4
TTE icon
394
TotalEnergies
TTE
$165B
$2.09K ﹤0.01%
32
-1
CLB icon
395
Core Laboratories
CLB
$769M
$2.08K ﹤0.01%
130
+3
CAH icon
396
Cardinal Health
CAH
$52.5B
$2.06K ﹤0.01%
10
FIGR
397
Figure Technology Solutions
FIGR
$6.61B
$2.04K ﹤0.01%
50
HOOD icon
398
Robinhood
HOOD
$73.9B
$2.04K ﹤0.01%
18
+5
AVY icon
399
Avery Dennison
AVY
$14.5B
$2K ﹤0.01%
11
DNN icon
400
Denison Mines
DNN
$3.67B
$1.99K ﹤0.01%
749