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
AGCO icon
426
AGCO
AGCO
$8.66B
$11.4K ﹤0.01%
98
+87
ONB icon
427
Old National Bancorp
ONB
$9.01B
$11.3K ﹤0.01%
+510
BDC icon
428
Belden
BDC
$4.31B
$11.3K ﹤0.01%
+98
SCHA icon
429
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$11.2K ﹤0.01%
384
QSR icon
430
Restaurant Brands International
QSR
$25.2B
$11.2K ﹤0.01%
151
+55
AXSM icon
431
Axsome Therapeutics
AXSM
$12B
$11.2K ﹤0.01%
+66
MRCY icon
432
Mercury Systems
MRCY
$6.7B
$11.1K ﹤0.01%
+152
NOW icon
433
ServiceNow
NOW
$122B
$11.1K ﹤0.01%
106
-4
BBIO icon
434
BridgeBio Pharma
BBIO
$12.8B
$11.1K ﹤0.01%
+149
PBF icon
435
PBF Energy
PBF
$5.03B
$11K ﹤0.01%
+232
GTX icon
436
Garrett Motion
GTX
$6.05B
$11K ﹤0.01%
+608
GLW icon
437
Corning
GLW
$173B
$11K ﹤0.01%
81
+71
ELAN icon
438
Elanco Animal Health
ELAN
$12.3B
$11K ﹤0.01%
+460
LYB icon
439
LyondellBasell Industries
LYB
$21.7B
$11K ﹤0.01%
+136
UAL icon
440
United Airlines
UAL
$34.1B
$11K ﹤0.01%
119
+62
SFM icon
441
Sprouts Farmers Market
SFM
$7.43B
$11K ﹤0.01%
+142
NOC icon
442
Northrop Grumman
NOC
$74.7B
$10.9K ﹤0.01%
16
+10
ICHR icon
443
Ichor Holdings
ICHR
$2.53B
$10.9K ﹤0.01%
234
+175
LMT icon
444
Lockheed Martin
LMT
$118B
$10.9K ﹤0.01%
18
+12
HPE icon
445
Hewlett Packard
HPE
$73B
$10.8K ﹤0.01%
454
+444
ALLE icon
446
Allegion
ALLE
$11.2B
$10.8K ﹤0.01%
+74
JCI icon
447
Johnson Controls International
JCI
$89.7B
$10.6K ﹤0.01%
81
WSM icon
448
Williams-Sonoma
WSM
$24.4B
$10.6K ﹤0.01%
+58
BLOK icon
449
Amplify Blockchain Technology ETF
BLOK
$1.39B
$10.5K ﹤0.01%
212
VICI icon
450
VICI Properties
VICI
$29.4B
$10.5K ﹤0.01%
384