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
KD icon
401
Kyndryl
KD
$6.01B
$2.43K ﹤0.01%
81
HIG icon
402
Hartford Financial Services
HIG
$37.1B
$2.4K ﹤0.01%
+18
STRL icon
403
Sterling Infrastructure
STRL
$9.94B
$2.38K ﹤0.01%
+7
ANET icon
404
Arista Networks
ANET
$161B
$2.33K ﹤0.01%
+16
NTR icon
405
Nutrien
NTR
$29B
$2.29K ﹤0.01%
39
PLD icon
406
Prologis
PLD
$120B
$2.29K ﹤0.01%
+20
DRIV icon
407
Global X Autonomous & Electric Vehicles ETF
DRIV
$335M
$2.25K ﹤0.01%
79
ETN icon
408
Eaton
ETN
$130B
$2.25K ﹤0.01%
+6
EOG icon
409
EOG Resources
EOG
$60.5B
$2.24K ﹤0.01%
+20
MDYV icon
410
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.43B
$2.17K ﹤0.01%
26
LGIH icon
411
LGI Homes
LGIH
$1.25B
$2.12K ﹤0.01%
+41
CMI icon
412
Cummins
CMI
$70.1B
$2.11K ﹤0.01%
+5
ZS icon
413
Zscaler
ZS
$38.9B
$2.1K ﹤0.01%
+7
DNN icon
414
Denison Mines
DNN
$2.42B
$2.06K ﹤0.01%
749
HAFC icon
415
Hanmi Financial
HAFC
$843M
$2.02K ﹤0.01%
+82
RIVN icon
416
Rivian
RIVN
$21.5B
$2K ﹤0.01%
136
+36
CHWY icon
417
Chewy
CHWY
$14.1B
$1.98K ﹤0.01%
+49
TTE icon
418
TotalEnergies
TTE
$144B
$1.97K ﹤0.01%
33
BABA icon
419
Alibaba
BABA
$377B
$1.97K ﹤0.01%
11
AMP icon
420
Ameriprise Financial
AMP
$43.7B
$1.97K ﹤0.01%
+4
PKG icon
421
Packaging Corp of America
PKG
$17.8B
$1.96K ﹤0.01%
+9
VSH icon
422
Vishay Intertechnology
VSH
$2.03B
$1.96K ﹤0.01%
+128
WEC icon
423
WEC Energy
WEC
$34.9B
$1.95K ﹤0.01%
+17
TBBK icon
424
The Bancorp
TBBK
$2.94B
$1.95K ﹤0.01%
+26
HI icon
425
Hillenbrand
HI
$2.24B
$1.92K ﹤0.01%
+71