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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+6.81%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow %
96.35%
Top 10 Hldgs %
90.45%
Holding
255
New
255
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$45.4M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$44.2M
3
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$22.8M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$20M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.07%
2 Industrials 1.12%
3 Consumer Discretionary 0.51%
4 Consumer Staples 0.49%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$180B
$14K 0.01%
+164
New +$13.7K
ADBE icon
127
Adobe
ADBE
$89.5B
$14K 0.01%
+42
New +$12.4K
BABA icon
128
Alibaba
BABA
$269B
$14K 0.01%
+64
New +$12K
GE icon
129
GE Aerospace
GE
$367B
$14K 0.01%
+245
New +$12.7K
BNY
130
Bank of New York Mellon
BNY
$108B
$13K 0.01%
+267
New +$12.7K
ALL icon
131
Allstate
ALL
$66.9B
$12K ﹤0.01%
+104
New +$11.4K
GOOD
132
Gladstone Commercial Corp
GOOD
$627M
$12K ﹤0.01%
+527
New +$12K
GRMN
133
Garmin
GRMN
$46.9B
$12K ﹤0.01%
+128
New +$11.9K
SCHG icon
134
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$12K ﹤0.01%
+1,032
New +$11.4K
ATI icon
135
ATI
ATI
$27B
$11K ﹤0.01%
+535
New +$11.6K
MORN icon
136
Morningstar
MORN
$6.56B
$11K ﹤0.01%
+75
New +$11.5K
TAK icon
137
Takeda Pharmaceutical
TAK
$55.1B
$11K ﹤0.01%
+573
New +$11K
IMCG icon
138
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$10K ﹤0.01%
+234
New +$9.82K
SCHB icon
139
Schwab US Broad Market ETF
SCHB
$42.8B
$10K ﹤0.01%
+780
New +$9.57K
TXN icon
140
Texas Instruments
TXN
$255B
$10K ﹤0.01%
+78
New +$9.63K
ARGO
141
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$10K ﹤0.01%
+146
New +$9.55K
APA icon
142
APA Corp
APA
$12.8B
$9K ﹤0.01%
+351
New +$7.94K
CTVA icon
143
Corteva
CTVA
$59.7B
$9K ﹤0.01%
+299
New +$7.92K
NWL icon
144
Newell Brands
NWL
$2.16B
$9K ﹤0.01%
+475
New +$9.15K
PCG icon
145
PG&E
PCG
$47.8B
$9K ﹤0.01%
+853
New +$7.31K
SCHV
146
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$9K ﹤0.01%
+450
New +$8.72K
TMO icon
147
Thermo Fisher Scientific
TMO
$211B
$9K ﹤0.01%
+27
New +$8.19K
CRM icon
148
Salesforce
CRM
$134B
$8K ﹤0.01%
+50
New +$7.84K
FISV
149
Fiserv Inc
FISV
$27.2B
$8K ﹤0.01%
+70
New +$7.73K
IOO icon
150
iShares Global 100 ETF
IOO
$8.56B
$8K ﹤0.01%
+146
New +$7.52K
4 5
6
7 8

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Cedar Mountain Advisors's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Cedar Mountain Advisors, which disclosed 255 positions worth $248M. Its ten largest holdings account for 90% of the portfolio.

Its largest position is iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 1,087,868 shares worth $47.8M.
  • Cedar Mountain Advisors's ten largest holdings make up 90% of its $248M portfolio in Q4 2019.
  • Cedar Mountain Advisors disclosed 255 positions in Q4 2019, its first 13F filing on record.

Based on Cedar Mountain Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.