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
ROK icon
1051
Rockwell Automation
ROK
$51.6B
$369 ﹤0.01%
1
TFX icon
1052
Teleflex
TFX
$5.54B
$359 ﹤0.01%
+3
PLUG icon
1053
Plug Power
PLUG
$5.71B
$353 ﹤0.01%
156
Q
1054
Qnity Electronics Inc
Q
$32.6B
$346 ﹤0.01%
+3
PRG icon
1055
PROG Holdings
PRG
$1.44B
$344 ﹤0.01%
12
+5
LZ icon
1056
LegalZoom.com
LZ
$1.12B
$340 ﹤0.01%
+60
SNAP icon
1057
Snap
SNAP
$9.55B
$340 ﹤0.01%
74
RBLX icon
1058
Roblox
RBLX
$32.2B
$339 ﹤0.01%
6
SIG icon
1059
Signet Jewelers
SIG
$3.49B
$339 ﹤0.01%
4
-2
PLAY icon
1060
Dave & Buster's
PLAY
$421M
$336 ﹤0.01%
31
IIIN icon
1061
Insteel Industries
IIIN
$547M
$336 ﹤0.01%
+10
NSIT icon
1062
Insight Enterprises
NSIT
$3.62B
$335 ﹤0.01%
5
-1
DFH icon
1063
Dream Finders Homes
DFH
$1.38B
$334 ﹤0.01%
24
-78
SXC icon
1064
SunCoke Energy
SXC
$815M
$332 ﹤0.01%
51
BOX icon
1065
Box
BOX
$3.83B
$331 ﹤0.01%
+14
FSS icon
1066
Federal Signal
FSS
$6.49B
$324 ﹤0.01%
+3
CZR icon
1067
Caesars Entertainment
CZR
$5.95B
$317 ﹤0.01%
12
FCF icon
1068
First Commonwealth Financial
FCF
$1.93B
$316 ﹤0.01%
+18
PCRX icon
1069
Pacira BioSciences
PCRX
$875M
$316 ﹤0.01%
+14
CNR
1070
Core Natural Resources Inc
CNR
$4.77B
$314 ﹤0.01%
3
-7
SHO icon
1071
Sunstone Hotel Investors
SHO
$2.06B
$306 ﹤0.01%
+34
GLIBK
1072
Liberty Capital Corporation Series C GCI Group Common Stock
GLIBK
$848M
$298 ﹤0.01%
+8
MOG.A icon
1073
Moog Inc Class A
MOG.A
$11.8B
$293 ﹤0.01%
+1
STEL icon
1074
Stellar Bancorp
STEL
$1.9B
$293 ﹤0.01%
+8
WT icon
1075
WisdomTree
WT
$2.9B
$291 ﹤0.01%
+20