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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
(-1.9%)
Cap. Flow
+$3.92M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
73.04%
Holding
384
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
+$1.31M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.09M |
| 3 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$407K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$293K |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$287K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$377K |
| 2 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$201K |
| 3 |
Vanguard Growth ETF
VUG
|
+$153K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$107K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Trex
TREX
$4.69B
| – | – |
-124
| Closed | -$8.56K |
|
377
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| – | – |
-162
| Closed | -$8.14K |
|
378
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-30
| Closed | -$1.66K |
|
379
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
| – | – |
-72
| Closed | -$3.08K |
|
380
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
| – | – |
-73
| Closed | -$7.07K |
|
381
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
| – | – |
-163
| Closed | -$8.18K |
|
382
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| – | – |
-342
| Closed | -$17.1K |
|
383
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
| – | – |
-75
| Closed | -$9.88K |
|
|
NKLA
384
DELISTED
Nikola Corporation Common Stock
NKLA
| – | – |
-3
| Closed | -$4 |
|
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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.