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
NVTS icon
151
Navitas Semiconductor
NVTS
$1.86B
$22.9K ﹤0.01%
+3,500
WFC icon
152
Wells Fargo
WFC
$267B
$22.8K ﹤0.01%
285
-45
KLAC icon
153
KLA
KLAC
$149B
$22.4K ﹤0.01%
25
PFE icon
154
Pfizer
PFE
$142B
$22.1K ﹤0.01%
911
+12
VTRS icon
155
Viatris
VTRS
$12.3B
$21.9K ﹤0.01%
2,456
CRWD icon
156
CrowdStrike
CRWD
$135B
$21.4K ﹤0.01%
42
SHW icon
157
Sherwin-Williams
SHW
$82.3B
$21.3K ﹤0.01%
62
EXAS icon
158
Exact Sciences
EXAS
$12.7B
$21.3K ﹤0.01%
400
ALL icon
159
Allstate
ALL
$56.1B
$20.9K ﹤0.01%
104
KBE icon
160
State Street SPDR S&P Bank ETF
KBE
$1.45B
$19.3K ﹤0.01%
346
+2
NRG icon
161
NRG Energy
NRG
$31.7B
$19.2K ﹤0.01%
120
+100
ADBE icon
162
Adobe
ADBE
$139B
$18.6K ﹤0.01%
48
SOLV icon
163
Solventum
SOLV
$13.1B
$18.1K ﹤0.01%
238
COP icon
164
ConocoPhillips
COP
$113B
$18K ﹤0.01%
200
+31
MU icon
165
Micron Technology
MU
$277B
$17.9K ﹤0.01%
145
+100
TFLO icon
166
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$17.7K ﹤0.01%
349
+4
ACN icon
167
Accenture
ACN
$152B
$17.6K ﹤0.01%
59
F icon
168
Ford
F
$52.6B
$17.4K ﹤0.01%
+1,600
OTIS icon
169
Otis Worldwide
OTIS
$34.6B
$17.1K ﹤0.01%
173
ADI icon
170
Analog Devices
ADI
$116B
$17.1K ﹤0.01%
72
IP icon
171
International Paper
IP
$19.7B
$17.1K ﹤0.01%
366
+4
GRNY
172
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.78B
$17K ﹤0.01%
750
UNH icon
173
UnitedHealth
UNH
$292B
$17K ﹤0.01%
54
-11
BAC icon
174
Bank of America
BAC
$384B
$16.9K ﹤0.01%
357
+1
HON icon
175
Honeywell
HON
$126B
$16.8K ﹤0.01%
72