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
$27.5B
$60.1K 0.01%
576
+20
COIN icon
102
Coinbase
COIN
$71B
$59.7K 0.01%
177
ED icon
103
Consolidated Edison
ED
$35B
$58.9K 0.01%
+586
BOND icon
104
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.53B
$57.6K 0.01%
617
+8
IEI icon
105
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$57K 0.01%
477
-225
ITA icon
106
iShares US Aerospace & Defense ETF
ITA
$11.8B
$56.4K 0.01%
269
IWO icon
107
iShares Russell 2000 Growth ETF
IWO
$12.9B
$56.3K 0.01%
176
+120
MRK icon
108
Merck
MRK
$251B
$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
$11.7B
$55.3K 0.01%
313
+216
IJT icon
111
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$53.6K 0.01%
379
+1
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$52.6K 0.01%
378
VZ icon
113
Verizon
VZ
$171B
$52K 0.01%
1,182
+203
ORCL icon
114
Oracle
ORCL
$573B
$49.3K 0.01%
175
+70
IWR icon
115
iShares Russell Mid-Cap ETF
IWR
$45.5B
$49.1K 0.01%
509
ISCV icon
116
iShares Morningstar Small-Cap Value ETF
ISCV
$571M
$48.4K 0.01%
727
NFLX icon
117
Netflix
NFLX
$463B
$48K 0.01%
400
+100
LLY icon
118
Eli Lilly
LLY
$936B
$47.4K 0.01%
62
+52
GEV icon
119
GE Vernova
GEV
$163B
$45.5K 0.01%
74
-3
NSC icon
120
Norfolk Southern
NSC
$65.5B
$45.1K 0.01%
150
VOO icon
121
Vanguard S&P 500 ETF
VOO
$800B
$44.7K 0.01%
+73
CRWV
122
CoreWeave Inc
CRWV
$37.9B
$43.8K 0.01%
+320
ATI icon
123
ATI
ATI
$13.4B
$43.5K 0.01%
535
FE icon
124
FirstEnergy
FE
$26.4B
$43K 0.01%
938
+75
DIS icon
125
Walt Disney
DIS
$187B
$42.4K 0.01%
370
+76