CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Sells

1 +$3.84M
2 +$3.29M
3 +$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
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
AEE icon
101
Ameren
AEE
$27.9B
$60.1K 0.01%
576
+20
COIN icon
102
Coinbase
COIN
$64.5B
$59.7K 0.01%
177
ED icon
103
Consolidated Edison
ED
$37B
$58.9K 0.01%
+586
BOND icon
104
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.94B
$57.6K 0.01%
617
+8
IEI icon
105
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$57K 0.01%
477
-225
ITA icon
106
iShares US Aerospace & Defense ETF
ITA
$14.7B
$56.4K 0.01%
269
IWO icon
107
iShares Russell 2000 Growth ETF
IWO
$14.5B
$56.3K 0.01%
176
+120
MRK icon
108
Merck
MRK
$275B
$56.2K 0.01%
670
+646
SHY icon
109
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$55.8K 0.01%
673
IWN icon
110
iShares Russell 2000 Value ETF
IWN
$13B
$55.3K 0.01%
313
+216
IJT icon
111
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$53.6K 0.01%
379
+1
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$52.6K 0.01%
378
VZ icon
113
Verizon
VZ
$166B
$52K 0.01%
1,182
+203
ORCL icon
114
Oracle
ORCL
$545B
$49.3K 0.01%
175
+70
IWR icon
115
iShares Russell Mid-Cap ETF
IWR
$48.5B
$49.1K 0.01%
509
ISCV icon
116
iShares Morningstar Small-Cap Value ETF
ISCV
$615M
$48.4K 0.01%
727
NFLX icon
117
Netflix
NFLX
$373B
$48K 0.01%
400
+100
LLY icon
118
Eli Lilly
LLY
$925B
$47.4K 0.01%
62
+52
GEV icon
119
GE Vernova
GEV
$174B
$45.5K 0.01%
74
-3
NSC icon
120
Norfolk Southern
NSC
$65.2B
$45.1K 0.01%
150
VOO icon
121
Vanguard S&P 500 ETF
VOO
$851B
$44.7K 0.01%
+73
CRWV
122
CoreWeave Inc
CRWV
$47.3B
$43.8K 0.01%
+320
ATI icon
123
ATI
ATI
$17B
$43.5K 0.01%
535
FE icon
124
FirstEnergy
FE
$26.9B
$43K 0.01%
938
+75
DIS icon
125
Walt Disney
DIS
$202B
$42.4K 0.01%
370
+76