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 Buys

1
+$417K
2
+$402K
3
+$344K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$304K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$271K

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
TSN icon
176
Tyson Foods
TSN
$19.1B
$16.6K ﹤0.01%
297
+72
ISRG icon
177
Intuitive Surgical
ISRG
$195B
$16.3K ﹤0.01%
30
+8
SYK icon
178
Stryker
SYK
$139B
$16.2K ﹤0.01%
41
+13
ASML icon
179
ASML
ASML
$391B
$16K ﹤0.01%
+20
IWO icon
180
iShares Russell 2000 Growth ETF
IWO
$12.6B
$16K ﹤0.01%
56
-58
MKL icon
181
Markel Group
MKL
$26B
$16K ﹤0.01%
8
WCBR icon
182
WisdomTree Cybersecurity Fund
WCBR
$148M
$16K ﹤0.01%
500
IGD
183
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$450M
$15.9K ﹤0.01%
2,740
VRTX icon
184
Vertex Pharmaceuticals
VRTX
$111B
$15.6K ﹤0.01%
35
APH icon
185
Amphenol
APH
$164B
$15.4K ﹤0.01%
156
IWN icon
186
iShares Russell 2000 Value ETF
IWN
$11.8B
$15.3K ﹤0.01%
97
-101
CSCO icon
187
Cisco
CSCO
$307B
$15.1K ﹤0.01%
217
EIPI
188
FT Energy Income Partners Enhanced Income ETF
EIPI
$918M
$14.3K ﹤0.01%
723
TJX icon
189
TJX Companies
TJX
$163B
$14K ﹤0.01%
113
BDX icon
190
Becton Dickinson
BDX
$55.3B
$13.8K ﹤0.01%
80
PHK
191
PIMCO High Income Fund
PHK
$832M
$13.7K ﹤0.01%
2,854
IGM icon
192
iShares Expanded Tech Sector ETF
IGM
$9.57B
$13.5K ﹤0.01%
120
XLK icon
193
Technology Select Sector SPDR Fund
XLK
$94.7B
$13.4K ﹤0.01%
53
TECK icon
194
Teck Resources
TECK
$20.1B
$13K ﹤0.01%
322
ROBO icon
195
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$12.6K ﹤0.01%
211
MO icon
196
Altria Group
MO
$97.7B
$12.6K ﹤0.01%
215
+200
BLOK icon
197
Amplify Blockchain Technology ETF
BLOK
$1.29B
$12K ﹤0.01%
210
FDX icon
198
FedEx
FDX
$63.1B
$12K ﹤0.01%
53
+1
HUM icon
199
Humana
HUM
$28.5B
$12K ﹤0.01%
49
-23
ETY icon
200
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
$11.9K ﹤0.01%
768
6 7
8
9 10