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
CART icon
526
Maplebear
CART
$11.2B
$1.03K ﹤0.01%
+28
ASTE icon
527
Astec Industries
ASTE
$1.05B
$1.01K ﹤0.01%
+21
PTEN icon
528
Patterson-UTI
PTEN
$2.38B
$1.01K ﹤0.01%
+195
ASIX icon
529
AdvanSix
ASIX
$426M
$1.01K ﹤0.01%
+52
WAB icon
530
Wabtec
WAB
$36.5B
$1K ﹤0.01%
5
AZN icon
531
AstraZeneca
AZN
$282B
$997 ﹤0.01%
+13
MXL icon
532
MaxLinear
MXL
$1.57B
$997 ﹤0.01%
+62
NOG icon
533
Northern Oil and Gas
NOG
$2.33B
$992 ﹤0.01%
+40
FLMI icon
534
Franklin Dynamic Municipal Bond ETF
FLMI
$1.22B
$991 ﹤0.01%
+40
INN
535
Summit Hotel Properties
INN
$568M
$983 ﹤0.01%
+179
HWM icon
536
Howmet Aerospace
HWM
$78.2B
$981 ﹤0.01%
+5
LUMN icon
537
Lumen
LUMN
$9.82B
$979 ﹤0.01%
+160
VSCO icon
538
Victoria's Secret
VSCO
$3.41B
$977 ﹤0.01%
+36
RXO icon
539
RXO
RXO
$2.34B
$969 ﹤0.01%
+63
CYBR icon
540
CyberArk
CYBR
$23.5B
$966 ﹤0.01%
+2
LDOS icon
541
Leidos
LDOS
$24.1B
$945 ﹤0.01%
+5
ECG
542
Everus Construction Group
ECG
$4.74B
$943 ﹤0.01%
+11
RDDT icon
543
Reddit
RDDT
$41.8B
$920 ﹤0.01%
+4
POWL icon
544
Powell Industries
POWL
$3.91B
$914 ﹤0.01%
+3
PRAA icon
545
PRA Group
PRAA
$667M
$911 ﹤0.01%
+59
BTU icon
546
Peabody Energy
BTU
$3.58B
$902 ﹤0.01%
+34
ASO icon
547
Academy Sports + Outdoors
ASO
$3.33B
$900 ﹤0.01%
+18
ADNT icon
548
Adient
ADNT
$1.52B
$891 ﹤0.01%
+37
IAU icon
549
iShares Gold Trust
IAU
$65.4B
$873 ﹤0.01%
+12
TTMI icon
550
TTM Technologies
TTMI
$6.9B
$864 ﹤0.01%
+15