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
UL icon
576
Unilever
UL
$120B
$6.44K ﹤0.01%
113
HOLX
577
DELISTED
Hologic
HOLX
$6.42K ﹤0.01%
+85
KEY icon
578
KeyCorp
KEY
$22.6B
$6.42K ﹤0.01%
+320
KSS icon
579
Kohl's
KSS
$1.74B
$6.41K ﹤0.01%
497
+445
OZK icon
580
Bank OZK
OZK
$5.22B
$6.38K ﹤0.01%
+139
GMED icon
581
Globus Medical
GMED
$10.6B
$6.38K ﹤0.01%
+74
IONQ icon
582
IonQ
IONQ
$25.4B
$6.37K ﹤0.01%
221
+91
XLU icon
583
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$6.33K ﹤0.01%
138
DOX icon
584
Amdocs
DOX
$6.43B
$6.33K ﹤0.01%
+97
CCK icon
585
Crown Holdings
CCK
$10.6B
$6.32K ﹤0.01%
+63
ESNT icon
586
Essent Group
ESNT
$5.14B
$6.31K ﹤0.01%
+108
HQY icon
587
HealthEquity
HQY
$7.12B
$6.27K ﹤0.01%
+75
APO icon
588
Apollo Global Management
APO
$72.4B
$6.24K ﹤0.01%
+56
HALO icon
589
Halozyme
HALO
$8.21B
$6.2K ﹤0.01%
+96
TIP icon
590
iShares TIPS Bond ETF
TIP
$15B
$6.2K ﹤0.01%
56
ESAB icon
591
ESAB
ESAB
$5.47B
$6.19K ﹤0.01%
+64
CWEN icon
592
Clearway Energy Class C
CWEN
$6.45B
$6.15K ﹤0.01%
157
+155
MIAX
593
Miami International Holdings
MIAX
$3.91B
$6.15K ﹤0.01%
+158
RGEN icon
594
Repligen
RGEN
$6.89B
$6.13K ﹤0.01%
+52
MZTI
595
The Marzetti Company
MZTI
$2.96B
$6.09K ﹤0.01%
+44
DORM icon
596
Dorman Products
DORM
$3.74B
$6.05K ﹤0.01%
+58
SUN icon
597
Sunoco
SUN
$12.7B
$6.04K ﹤0.01%
93
MANH icon
598
Manhattan Associates
MANH
$8.9B
$5.99K ﹤0.01%
+45
DAL icon
599
Delta Air Lines
DAL
$52.1B
$5.98K ﹤0.01%
90
BLD icon
600
TopBuild
BLD
$11.6B
$5.97K ﹤0.01%
+17