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
CRGY icon
826
Crescent Energy
CRGY
$3.96B
$1.93K ﹤0.01%
143
CPF icon
827
Central Pacific Financial
CPF
$903M
$1.92K ﹤0.01%
60
FORM icon
828
FormFactor
FORM
$9.75B
$1.84K ﹤0.01%
19
MUFG icon
829
Mitsubishi UFJ Financial
MUFG
$216B
$1.83K ﹤0.01%
+108
UEC icon
830
Uranium Energy
UEC
$7.57B
$1.82K ﹤0.01%
135
GPN icon
831
Global Payments
GPN
$20.3B
$1.82K ﹤0.01%
+27
BOTZ icon
832
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.79B
$1.81K ﹤0.01%
54
-297
WELL icon
833
Welltower
WELL
$138B
$1.78K ﹤0.01%
9
+3
HOPE icon
834
Hope Bancorp
HOPE
$1.6B
$1.76K ﹤0.01%
158
TLT icon
835
iShares 20+ Year Treasury Bond ETF
TLT
$43.3B
$1.73K ﹤0.01%
+20
VO icon
836
Vanguard Mid-Cap ETF
VO
$103B
$1.72K ﹤0.01%
24
FIGR
837
Figure Technology Solutions
FIGR
$7.1B
$1.7K ﹤0.01%
50
CLS icon
838
Celestica
CLS
$54.3B
$1.69K ﹤0.01%
6
TDIV icon
839
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.88B
$1.69K ﹤0.01%
+18
BKU icon
840
Bankunited
BKU
$3.39B
$1.67K ﹤0.01%
37
LEG icon
841
Leggett & Platt
LEG
$1.34B
$1.67K ﹤0.01%
169
-7
VSCO icon
842
Victoria's Secret
VSCO
$4.31B
$1.67K ﹤0.01%
36
HSY icon
843
Hershey
HSY
$37.3B
$1.66K ﹤0.01%
8
PPA icon
844
Invesco Aerospace & Defense ETF
PPA
$8.17B
$1.66K ﹤0.01%
+10
DHI icon
845
D.R. Horton
DHI
$41.9B
$1.65K ﹤0.01%
+12
SMR icon
846
NuScale Power
SMR
$4.83B
$1.63K ﹤0.01%
150
POWL icon
847
Powell Industries
POWL
$10.9B
$1.62K ﹤0.01%
9
SBSI icon
848
Southside Bancshares
SBSI
$975M
$1.62K ﹤0.01%
52
VICR icon
849
Vicor
VICR
$15.2B
$1.61K ﹤0.01%
10
VSH icon
850
Vishay Intertechnology
VSH
$8.51B
$1.6K ﹤0.01%
89
-11
32 33
34
35 36