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
AVGO icon
76
Broadcom
AVGO
$2.28T
$133K 0.03%
430
+114
JPM icon
77
JPMorgan Chase
JPM
$806B
$132K 0.03%
448
+126
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$132K 0.03%
203
-352
IWB icon
79
iShares Russell 1000 ETF
IWB
$49.1B
$131K 0.03%
368
GOOG icon
80
Alphabet (Google) Class C
GOOG
$4.34T
$121K 0.02%
421
+51
CLH icon
81
Clean Harbors
CLH
$14.6B
$116K 0.02%
+405
JNJ icon
82
Johnson & Johnson
JNJ
$537B
$115K 0.02%
470
+98
MRK icon
83
Merck
MRK
$286B
$110K 0.02%
918
+248
CRWV
84
CoreWeave Inc
CRWV
$65.1B
$110K 0.02%
1,425
+800
V icon
85
Visa
V
$603B
$108K 0.02%
358
+43
COF icon
86
Capital One
COF
$114B
$107K 0.02%
585
+386
KEYS icon
87
Keysight
KEYS
$59.2B
$106K 0.02%
+375
IBIT icon
88
iShares Bitcoin Trust
IBIT
$53.3B
$106K 0.02%
2,746
+190
CTRA
89
DELISTED
Coterra Energy
CTRA
$101K 0.02%
2,879
+2,004
VXUS icon
90
Vanguard Total International Stock ETF
VXUS
$152B
$101K 0.02%
1,311
+1
NFLX icon
91
Netflix
NFLX
$351B
$101K 0.02%
1,048
+723
RRX icon
92
Regal Rexnord
RRX
$14.2B
$98.7K 0.02%
+527
WM icon
93
Waste Management
WM
$85.1B
$97.6K 0.02%
425
+1
ILCG icon
94
iShares Morningstar Growth ETF
ILCG
$3.29B
$97.4K 0.02%
1,020
-150
IBM icon
95
IBM
IBM
$309B
$97.1K 0.02%
401
+40
CVX icon
96
Chevron
CVX
$374B
$96.1K 0.02%
465
+60
RTX icon
97
RTX Corp
RTX
$235B
$95.7K 0.02%
496
+76
VZ icon
98
Verizon
VZ
$200B
$94.1K 0.02%
1,874
+677
FV icon
99
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$92.5K 0.02%
1,531
+2
USB icon
100
US Bancorp
USB
$84.8B
$89.7K 0.02%
1,724
+1
2 3
4
5 6