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
WABC icon
551
Westamerica Bancorp
WABC
$1.3B
$6.99K ﹤0.01%
134
+130
NGVT icon
552
Ingevity
NGVT
$2.32B
$6.98K ﹤0.01%
98
+91
WTRG icon
553
Essential Utilities
WTRG
$10.6B
$6.96K ﹤0.01%
173
+2
PGR icon
554
Progressive
PGR
$113B
$6.94K ﹤0.01%
+35
AVY icon
555
Avery Dennison
AVY
$12B
$6.91K ﹤0.01%
40
+29
HLIT icon
556
Harmonic Inc
HLIT
$1.61B
$6.91K ﹤0.01%
+769
ACAD icon
557
Acadia Pharmaceuticals
ACAD
$3.61B
$6.86K ﹤0.01%
+308
RIVN icon
558
Rivian
RIVN
$24.6B
$6.8K ﹤0.01%
452
+316
JBTM
559
JBT Marel
JBTM
$6.58B
$6.78K ﹤0.01%
53
+49
IRDM icon
560
Iridium Communications
IRDM
$5.28B
$6.77K ﹤0.01%
244
+243
VST icon
561
Vistra
VST
$52.2B
$6.76K ﹤0.01%
+45
NLY icon
562
Annaly Capital Management
NLY
$15.5B
$6.71K ﹤0.01%
+317
AMG icon
563
Affiliated Managers Group
AMG
$8.14B
$6.64K ﹤0.01%
+24
JBL icon
564
Jabil
JBL
$40.3B
$6.64K ﹤0.01%
+25
CNX icon
565
CNX Resources
CNX
$4.75B
$6.63K ﹤0.01%
+172
DAVE icon
566
Dave Inc
DAVE
$3.12B
$6.62K ﹤0.01%
+38
CHCO icon
567
City Holding Co
CHCO
$1.75B
$6.57K ﹤0.01%
+55
BWXT icon
568
BWX Technologies
BWXT
$17B
$6.54K ﹤0.01%
+32
AIZ icon
569
Assurant
AIZ
$12.3B
$6.53K ﹤0.01%
30
+27
TMUS icon
570
T-Mobile US
TMUS
$195B
$6.53K ﹤0.01%
31
+15
MTUM icon
571
iShares MSCI USA Momentum Factor ETF
MTUM
$28.9B
$6.52K ﹤0.01%
27
XRAY icon
572
Dentsply Sirona
XRAY
$1.93B
$6.51K ﹤0.01%
+561
LEVI icon
573
Levi Strauss
LEVI
$8.66B
$6.47K ﹤0.01%
350
DGX icon
574
Quest Diagnostics
DGX
$21.5B
$6.47K ﹤0.01%
33
VCSH icon
575
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$6.45K ﹤0.01%
81