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
SNA icon
126
Snap-on
SNA
$19.3B
$60.3K 0.01%
+166
ITA icon
127
iShares US Aerospace & Defense ETF
ITA
$13.8B
$59K 0.01%
270
+1
MMM icon
128
3M
MMM
$79.7B
$58.7K 0.01%
404
BOND icon
129
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.01B
$58.5K 0.01%
634
+8
PH icon
130
Parker-Hannifin
PH
$105B
$58.2K 0.01%
65
+57
SCHW icon
131
Charles Schwab
SCHW
$152B
$57.9K 0.01%
616
+190
RGA icon
132
Reinsurance Group of America
RGA
$13B
$57.4K 0.01%
+281
IEI icon
133
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$56.6K 0.01%
477
AMP icon
134
Ameriprise Financial
AMP
$40B
$56K 0.01%
126
+122
COP icon
135
ConocoPhillips
COP
$142B
$55.6K 0.01%
421
+148
SHY icon
136
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$55.6K 0.01%
673
WBS icon
137
Webster Financial
WBS
$11.8B
$55.5K 0.01%
+799
XLV icon
138
State Street Health Care Select Sector SPDR ETF
XLV
$37.5B
$55.4K 0.01%
378
BWA icon
139
BorgWarner
BWA
$15.2B
$55.4K 0.01%
+1,021
IJT icon
140
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.52B
$55.1K 0.01%
381
+1
CNP icon
141
CenterPoint Energy
CNP
$27.3B
$54.7K 0.01%
+1,267
IWO icon
142
iShares Russell 2000 Growth ETF
IWO
$14.7B
$54.6K 0.01%
174
-2
BLK icon
143
Blackrock
BLK
$158B
$54.2K 0.01%
56
PLTR icon
144
Palantir
PLTR
$365B
$53.7K 0.01%
367
-50
DOV icon
145
Dover
DOV
$28.5B
$52.7K 0.01%
+253
DIS icon
146
Walt Disney
DIS
$176B
$52.3K 0.01%
543
+200
WFC icon
147
Wells Fargo
WFC
$243B
$52.1K 0.01%
655
+302
ISCV icon
148
iShares Morningstar Small-Cap Value ETF
ISCV
$661M
$50.5K 0.01%
727
MCHP icon
149
Microchip Technology
MCHP
$52.6B
$50.1K 0.01%
+776
VIAV icon
150
Viavi Solutions
VIAV
$13B
$49.8K 0.01%
+1,495
4 5
6
7 8