CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$514M
1-Year Est. Return
12.16%
1 Year Est. Return
+12.16%
AUM
$514M
AUM Growth
+$32.4M
(+6.7%)
Holding
705
Top Buys
| 1 | +$5.88M | |
| 2 | +$4.98M | |
| 3 | +$1.18M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$1.02M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$1M |
Top Sells
| 1 | +$3.84M | |
| 2 | +$3.29M | |
| 3 | +$2.15M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
701
State Street SPDR NYSE Technology ETF
XNTK
$1.48B
| – | – |
0
|
|
||
702
WisdomTree Europe SmallCap Dividend Fund
DFE
$161M
| – | – |
0
|
|
||
703
iShares Core High Dividend ETF
HDV
$11.7B
| – | – |
0
|
|
||
704
Humana
HUM
$29.1B
| – | – |
-49
|
|
||
705
Hydrofarm Holdings
HYFM
$9.15M
| – | – |
-7,051
|
|