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
NI icon
526
NiSource
NI
$22.1B
$7.89K ﹤0.01%
169
+155
IDXX icon
527
Idexx Laboratories
IDXX
$43.9B
$7.87K ﹤0.01%
+14
AM icon
528
Antero Midstream
AM
$10.2B
$7.84K ﹤0.01%
+344
IDYA icon
529
IDEAYA Biosciences
IDYA
$2.49B
$7.7K ﹤0.01%
+231
RSG icon
530
Republic Services
RSG
$63B
$7.67K ﹤0.01%
35
DOC icon
531
Healthpeak Properties
DOC
$13.3B
$7.66K ﹤0.01%
466
GIS icon
532
General Mills
GIS
$17.3B
$7.59K ﹤0.01%
204
SFNC icon
533
Simmons First National
SFNC
$3.04B
$7.57K ﹤0.01%
+389
SNPS icon
534
Synopsys
SNPS
$95B
$7.53K ﹤0.01%
19
+11
XLY icon
535
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$7.41K ﹤0.01%
68
FCX icon
536
Freeport-McMoran
FCX
$101B
$7.41K ﹤0.01%
126
NOVT icon
537
Novanta
NOVT
$5.99B
$7.32K ﹤0.01%
+62
MDLZ icon
538
Mondelez International
MDLZ
$79.8B
$7.26K ﹤0.01%
126
+69
PVH icon
539
PVH
PVH
$4.55B
$7.25K ﹤0.01%
+104
ONON icon
540
On Holding
ONON
$13B
$7.25K ﹤0.01%
+213
CCI icon
541
Crown Castle
CCI
$39.7B
$7.24K ﹤0.01%
89
+31
ACHC icon
542
Acadia Healthcare
ACHC
$2.38B
$7.23K ﹤0.01%
309
+308
SCHG icon
543
Schwab US Large-Cap Growth ETF
SCHG
$60B
$7.22K ﹤0.01%
248
DLR icon
544
Digital Realty Trust
DLR
$65.4B
$7.21K ﹤0.01%
+40
URBN icon
545
Urban Outfitters
URBN
$6.15B
$7.16K ﹤0.01%
113
+110
RNR icon
546
RenaissanceRe
RNR
$11.9B
$7.13K ﹤0.01%
+24
LOW icon
547
Lowe's Companies
LOW
$116B
$7.09K ﹤0.01%
30
GPC icon
548
Genuine Parts
GPC
$13.6B
$7.08K ﹤0.01%
67
AKR icon
549
Acadia Realty Trust
AKR
$2.92B
$7.03K ﹤0.01%
368
+11
ON icon
550
ON Semiconductor
ON
$51.5B
$7K ﹤0.01%
+113