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
WES icon
101
Western Midstream Partners
WES
$17.2B
$89.7K 0.02%
2,178
+45
CW icon
102
Curtiss-Wright
CW
$26.6B
$87.2K 0.02%
128
EHC icon
103
Encompass Health
EHC
$10.1B
$86.9K 0.02%
+898
VYM icon
104
Vanguard High Dividend Yield ETF
VYM
$79.5B
$85.8K 0.02%
579
-128
GE icon
105
GE Aerospace
GE
$331B
$85.7K 0.02%
302
ABBV icon
106
AbbVie
ABBV
$381B
$84.1K 0.02%
387
+68
ATI icon
107
ATI
ATI
$24.4B
$77.8K 0.02%
535
FHN icon
108
First Horizon
FHN
$11.4B
$77.5K 0.02%
+3,405
BIV icon
109
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$77.1K 0.02%
999
+7
WY icon
110
Weyerhaeuser
WY
$17.6B
$71.8K 0.01%
2,938
+25
WAB icon
111
Wabtec
WAB
$44.9B
$70.2K 0.01%
281
+276
IWN icon
112
iShares Russell 2000 Value ETF
IWN
$14B
$70K 0.01%
369
+56
BAC icon
113
Bank of America
BAC
$372B
$69.6K 0.01%
1,427
+707
CSCO icon
114
Cisco
CSCO
$505B
$68.3K 0.01%
880
+412
ALL icon
115
Allstate
ALL
$54.2B
$67.4K 0.01%
325
+221
GEV icon
116
GE Vernova
GEV
$261B
$67.3K 0.01%
77
ETR icon
117
Entergy
ETR
$49.3B
$67K 0.01%
596
+551
ED icon
118
Consolidated Edison
ED
$38.2B
$66.3K 0.01%
586
CASY icon
119
Casey's General Stores
CASY
$27.9B
$65.5K 0.01%
90
+88
LLY icon
120
Eli Lilly
LLY
$949B
$63.6K 0.01%
69
+7
COR icon
121
Cencora
COR
$51.5B
$63.5K 0.01%
+202
AEE icon
122
Ameren
AEE
$29.6B
$63.3K 0.01%
576
INGR icon
123
Ingredion
INGR
$6.38B
$62K 0.01%
+550
SLB icon
124
SLB Ltd
SLB
$84.6B
$61.4K 0.01%
+1,195
WCC
125
WESCO International
WCC
$18.1B
$61K 0.01%
+223