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
NXST icon
501
Nexstar Media Group
NXST
$5.54B
$8.68K ﹤0.01%
+48
AFL icon
502
Aflac
AFL
$58.3B
$8.67K ﹤0.01%
+79
IFF icon
503
International Flavors & Fragrances
IFF
$18.8B
$8.63K ﹤0.01%
+119
MRVL icon
504
Marvell Technology
MRVL
$264B
$8.59K ﹤0.01%
87
PRU icon
505
Prudential Financial
PRU
$35B
$8.56K ﹤0.01%
88
+45
RPRX icon
506
Royalty Pharma
RPRX
$24.4B
$8.54K ﹤0.01%
+178
SPGI icon
507
S&P Global
SPGI
$122B
$8.51K ﹤0.01%
20
-2
KFY icon
508
Korn Ferry
KFY
$3.6B
$8.5K ﹤0.01%
+135
H icon
509
Hyatt Hotels
H
$17.5B
$8.48K ﹤0.01%
+59
FLEX icon
510
Flex
FLEX
$59.3B
$8.44K ﹤0.01%
+129
ULTA icon
511
Ulta Beauty
ULTA
$20.5B
$8.36K ﹤0.01%
16
+10
RF icon
512
Regions Financial
RF
$23.4B
$8.33K ﹤0.01%
+319
SIRI icon
513
SiriusXM
SIRI
$9.45B
$8.31K ﹤0.01%
360
+100
CRC icon
514
California Resources
CRC
$5.52B
$8.24K ﹤0.01%
119
+111
PINS icon
515
Pinterest
PINS
$11.6B
$8.23K ﹤0.01%
449
+240
MEDP icon
516
Medpace
MEDP
$12.9B
$8.16K ﹤0.01%
17
-2
XP icon
517
XP
XP
$8.06B
$8.07K ﹤0.01%
+424
IHI icon
518
iShares US Medical Devices ETF
IHI
$2.97B
$8.06K ﹤0.01%
151
ROST icon
519
Ross Stores
ROST
$74.9B
$8.02K ﹤0.01%
+37
REXR icon
520
Rexford Industrial Realty
REXR
$7.67B
$7.99K ﹤0.01%
244
+81
VNO icon
521
Vornado Realty Trust
VNO
$6.4B
$7.98K ﹤0.01%
+307
PCG icon
522
PG&E
PCG
$37.1B
$7.98K ﹤0.01%
454
+1
ETH
523
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
$7.94K ﹤0.01%
400
-170
LEGR icon
524
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$137M
$7.94K ﹤0.01%
137
CAKE icon
525
Cheesecake Factory
CAKE
$3.22B
$7.94K ﹤0.01%
+145
19 20
21
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