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 Buys

1
+$5.88M
2
+$4.98M
3
+$1.18M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1M

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
SOLV icon
201
Solventum
SOLV
$13.8B
$17.4K ﹤0.01%
238
IP icon
202
International Paper
IP
$22.9B
$17.1K ﹤0.01%
369
+3
NRG icon
203
NRG Energy
NRG
$29.1B
$16.7K ﹤0.01%
103
-17
IGD
204
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$452M
$16.2K ﹤0.01%
2,740
MCK icon
205
McKesson
MCK
$104B
$16.2K ﹤0.01%
+21
FBT icon
206
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.35B
$16.2K ﹤0.01%
90
-154
TSN icon
207
Tyson Foods
TSN
$21.2B
$16.1K ﹤0.01%
297
MDT icon
208
Medtronic
MDT
$124B
$15.9K ﹤0.01%
167
+117
OTIS icon
209
Otis Worldwide
OTIS
$35.1B
$15.8K ﹤0.01%
173
EFAX icon
210
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$485M
$15.8K ﹤0.01%
+320
WCBR icon
211
WisdomTree Cybersecurity Fund
WCBR
$117M
$15.7K ﹤0.01%
500
GD icon
212
General Dynamics
GD
$99.2B
$15.7K ﹤0.01%
+46
IGM icon
213
iShares Expanded Tech Sector ETF
IGM
$8.93B
$15.2K ﹤0.01%
120
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$14.9K ﹤0.01%
106
VRTX icon
215
Vertex Pharmaceuticals
VRTX
$112B
$14.9K ﹤0.01%
38
+3
ISRG icon
216
Intuitive Surgical
ISRG
$190B
$14.8K ﹤0.01%
33
+3
CTRA icon
217
Coterra Energy
CTRA
$19.6B
$14.7K ﹤0.01%
623
+342
DE icon
218
Deere & Co
DE
$139B
$14.7K ﹤0.01%
32
+20
SEB icon
219
Seaboard Corp
SEB
$4.5B
$14.6K ﹤0.01%
4
NVTS icon
220
Navitas Semiconductor
NVTS
$2.51B
$14.4K ﹤0.01%
2,000
-1,500
EIPI
221
FT Energy Income Partners Enhanced Income ETF
EIPI
$969M
$14.3K ﹤0.01%
723
VIG icon
222
Vanguard Dividend Appreciation ETF
VIG
$105B
$14.3K ﹤0.01%
66
-135
PHK
223
PIMCO High Income Fund
PHK
$851M
$14.2K ﹤0.01%
2,854
EYPT icon
224
EyePoint Inc
EYPT
$1.25B
$14.2K ﹤0.01%
1,000
TECK icon
225
Teck Resources
TECK
$24.7B
$14.1K ﹤0.01%
322
7 8
9
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