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
JPLD icon
151
JPMorgan Limited Duration Bond ETF
JPLD
$3.82B
$49.6K 0.01%
951
AIG icon
152
American International
AIG
$39.1B
$49.5K 0.01%
+658
IWR icon
153
iShares Russell Mid-Cap ETF
IWR
$55.2B
$49.5K 0.01%
509
VLO icon
154
Valero Energy
VLO
$76.7B
$49.4K 0.01%
200
+183
EVR icon
155
Evercore
EVR
$13.4B
$49.3K 0.01%
+165
TRV icon
156
Travelers Companies
TRV
$62.1B
$48.4K 0.01%
166
+26
FE icon
157
FirstEnergy
FE
$26.2B
$48.3K 0.01%
954
+8
PR icon
158
Permian Resources
PR
$16.5B
$48K 0.01%
+2,251
DAR icon
159
Darling Ingredients
DAR
$9.59B
$47.4K 0.01%
+766
PEP icon
160
PepsiCo
PEP
$194B
$47.2K 0.01%
304
+29
AKAM icon
161
Akamai
AKAM
$23.3B
$47K 0.01%
+409
AEP icon
162
American Electric Power
AEP
$69.2B
$46.7K 0.01%
356
+38
PKG icon
163
Packaging Corp of America
PKG
$20B
$45.8K 0.01%
216
+207
PFE icon
164
Pfizer
PFE
$146B
$45.8K 0.01%
1,631
+682
ADC icon
165
Agree Realty
ADC
$8.73B
$45.7K 0.01%
+606
BE icon
166
Bloom Energy
BE
$86.1B
$45.3K 0.01%
334
+75
LDOS icon
167
Leidos
LDOS
$16B
$44.5K 0.01%
286
+281
MO icon
168
Altria Group
MO
$116B
$44.3K 0.01%
671
+324
KLAC icon
169
KLA
KLAC
$267B
$44.2K 0.01%
30
-2
AER icon
170
AerCap
AER
$21.1B
$44K 0.01%
+321
NSC icon
171
Norfolk Southern
NSC
$69.1B
$43K 0.01%
150
VVV icon
172
Valvoline
VVV
$4.33B
$42.4K 0.01%
+1,259
WEC icon
173
WEC Energy
WEC
$35.9B
$41.9K 0.01%
362
+345
DTE icon
174
DTE Energy
DTE
$29.7B
$41.7K 0.01%
285
+277
TDY icon
175
Teledyne Technologies
TDY
$28.7B
$41.1K 0.01%
68