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CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$581M
1-Year Est. Return
18.16%
This Fund
S&P 500
This Quarter
Est. Return
+6.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
90.61%
Top 10 Holdings %
Top 10 Hldgs %
90.45%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$45.4M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$44.2M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$22.8M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$22M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$20M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.51% |
| 2 | Technology | 2.08% |
| 3 | Industrials | 1.12% |
| 4 | Consumer Discretionary | 0.51% |
| 5 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kemper
KMPR
$1.65B
| $39K | 0.02% |
+500
| New | +$37.3K |
|
77
Norfolk Southern
NSC
$74B
| $39K | 0.02% |
+200
| New | +$37.5K |
|
78
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.95B
| $38K | 0.02% |
+258
| New | +$35.4K |
|
79
Avista
AVA
$3.14B
| $37K | 0.01% |
+767
| New | +$36.5K |
|
80
American Express
AXP
$220B
| $37K | 0.01% |
+295
| New | +$35.3K |
|
81
Alphabet (Google) Class A
GOOGL
$4.14T
| $35K | 0.01% |
+520
| New | +$33.5K |
|
82
Toro Company
TTC
$8.83B
| $34K | 0.01% |
+424
| New | +$32.5K |
|
83
UDR
UDR
$11.7B
| $33K | 0.01% |
+700
| New | +$33.6K |
|
84
VF Corp
VFC
$5.29B
| $31K | 0.01% |
+315
| New | +$28.2K |
|
85
Sempra
SRE
$55B
| $30K | 0.01% |
+400
| New | +$29.3K |
|
86
Novartis
NVS
$304B
| $29K | 0.01% |
+302
| New | +$27.1K |
|
87
Danaher
DHR
$146B
| $28K | 0.01% |
+203
| New | +$25.7K |
|
88
Enterprise Products Partners
EPD
$84.1B
| $28K | 0.01% |
+1,000
| New | +$27.1K |
|
89
PUT
IBM
IBM
$221B
| $27K | 0.01% |
+209
| New | +$27.2K |
|
90
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $27K | 0.01% |
+452
| New | +$25.9K |
|
91
Altria Group
MO
$115B
| $27K | 0.01% |
+548
| New | +$25.8K |
|
|
ONCY
92
Oncolytics Biotech
ONCY
$108M
| $27K | 0.01% |
+5,651
| New | +$6.38K |
|
93
CALL
Honeywell
HON
$66.4B
| $26K | 0.01% |
+155
| New | +$25.3K |
|
94
iShares US Aerospace & Defense ETF
ITA
$13.5B
| $25K | 0.01% |
+220
| New | +$24.7K |
|
95
Paychex
PAYX
$43.3B
| $25K | 0.01% |
+288
| New | +$24.3K |
|
96
Travelers Companies
TRV
$77B
| $25K | 0.01% |
+185
| New | +$25.2K |
|
97
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
| $25K | 0.01% |
+464
| New | +$24.7K |
|
98
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.32B
| $24K | 0.01% |
+737
| New | +$23.7K |
|
99
Macy's
M
$6.06B
| $24K | 0.01% |
+1,415
| New | +$22.1K |
|
100
SLB Ltd
SLB
$85.3B
| $24K | 0.01% |
+600
| New | +$21.4K |
|
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Cedar Mountain Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Cedar Mountain Advisors, which disclosed 255 positions worth $248M. Its ten largest holdings account for 90% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, followed by Technology and Industrials.
- Cedar Mountain Advisors's largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
- Cedar Mountain Advisors's ten largest holdings make up 90% of its $248M portfolio in Q4 2019.
- Cedar Mountain Advisors disclosed 255 positions in Q4 2019, its first 13F filing on record.
Based on Cedar Mountain Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.