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
AVA icon
151
Avista
AVA
$3.27B
$29.1K 0.01%
769
ILCB icon
152
iShares Morningstar US Equity ETF
ILCB
$1.19B
$28.9K 0.01%
313
OIH icon
153
VanEck Oil Services ETF
OIH
$1.75B
$28.9K 0.01%
111
CVS icon
154
CVS Health
CVS
$99.8B
$28K 0.01%
371
GRNY
155
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.09B
$27.5K 0.01%
1,100
+350
UNH icon
156
UnitedHealth
UNH
$300B
$27.1K 0.01%
78
+24
CRM icon
157
Salesforce
CRM
$213B
$26.9K 0.01%
113
+14
PEG icon
158
Public Service Enterprise Group
PEG
$39.6B
$26.6K 0.01%
+319
MGM icon
159
MGM Resorts International
MGM
$9.57B
$26.4K 0.01%
762
CB icon
160
Chubb
CB
$118B
$26K 0.01%
92
+56
KMPR icon
161
Kemper
KMPR
$2.25B
$25.8K 0.01%
500
FISV
162
Fiserv Inc
FISV
$35.7B
$25.3K ﹤0.01%
196
+45
DYNF icon
163
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
$25.3K ﹤0.01%
+427
TXN icon
164
Texas Instruments
TXN
$174B
$25.2K ﹤0.01%
137
+15
DHR icon
165
Danaher
DHR
$167B
$25K ﹤0.01%
126
+8
CEG icon
166
Constellation Energy
CEG
$111B
$24.9K ﹤0.01%
76
MKL icon
167
Markel Group
MKL
$26B
$24.8K ﹤0.01%
13
+5
BITO icon
168
ProShares Bitcoin Strategy ETF
BITO
$2.54B
$24.7K ﹤0.01%
1,255
-546
IVE icon
169
iShares S&P 500 Value ETF
IVE
$49.3B
$24.5K ﹤0.01%
+118
VTRS icon
170
Viatris
VTRS
$14.8B
$24.3K ﹤0.01%
2,457
+1
PFE icon
171
Pfizer
PFE
$146B
$23.9K ﹤0.01%
937
+26
TMO icon
172
Thermo Fisher Scientific
TMO
$232B
$23.4K ﹤0.01%
48
-33
VPU icon
173
Vanguard Utilities ETF
VPU
$8.02B
$23.1K ﹤0.01%
+122
CRWD icon
174
CrowdStrike
CRWD
$114B
$22.6K ﹤0.01%
46
+4
ALL icon
175
Allstate
ALL
$50.3B
$22.3K ﹤0.01%
104