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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Sells

1 +$948K
2 +$271K
3 +$102K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$83.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMPR icon
126
Kemper
KMPR
$2.24B
$32.3K 0.01%
500
TRV icon
127
Travelers Companies
TRV
$64.1B
$31K 0.01%
116
CVX icon
128
Chevron
CVX
$315B
$30.8K 0.01%
215
-34
GRMN icon
129
Garmin
GRMN
$37.3B
$30.5K 0.01%
146
+1
SILA
130
Sila Realty Trust
SILA
$1.3B
$29.6K 0.01%
1,250
AVA icon
131
Avista
AVA
$3.35B
$29.2K 0.01%
769
+1
EFV icon
132
iShares MSCI EAFE Value ETF
EFV
$28.3B
$28.9K 0.01%
456
+10
AEP icon
133
American Electric Power
AEP
$64.8B
$28K 0.01%
270
+3
ABT icon
134
Abbott
ABT
$227B
$27.4K 0.01%
202
+1
CRM icon
135
Salesforce
CRM
$232B
$27.1K 0.01%
99
ILCB icon
136
iShares Morningstar US Equity ETF
ILCB
$1.15B
$26.8K 0.01%
313
HYFM icon
137
Hydrofarm Holdings
HYFM
$8.29M
$26.4K 0.01%
7,051
MGM icon
138
MGM Resorts International
MGM
$8.88B
$26.2K 0.01%
762
+149
FISV
139
Fiserv Inc
FISV
$34.1B
$26K 0.01%
151
OIH icon
140
VanEck Oil Services ETF
OIH
$1.05B
$25.6K 0.01%
111
CVS icon
141
CVS Health
CVS
$98.8B
$25.6K 0.01%
371
CARR icon
142
Carrier Global
CARR
$45.6B
$25.4K 0.01%
347
+1
TXN icon
143
Texas Instruments
TXN
$145B
$25.3K 0.01%
122
M icon
144
Macy's
M
$5.37B
$24.5K 0.01%
2,102
+29
CEG icon
145
Constellation Energy
CEG
$106B
$24.4K 0.01%
76
+1
MORN icon
146
Morningstar
MORN
$8.72B
$24.1K 0.01%
77
DFIN icon
147
Donnelley Financial Solutions
DFIN
$1.22B
$23.7K ﹤0.01%
385
EFG icon
148
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$23.6K ﹤0.01%
211
+2
DHR icon
149
Danaher
DHR
$156B
$23.3K ﹤0.01%
118
ORCL icon
150
Oracle
ORCL
$635B
$23K ﹤0.01%
105