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Cedar Mountain Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Cedar Mountain Advisors, LLC, 93% allocated to ETF.

Top Sector
ETF (93%)
US Exposure
100%
Countries
13

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 92.80%ETFTechnology: 1.70%Industrials: 1.70%Consumer Cyclical: 0.70%Financial Services: 0.40%Consumer Defensive: 0.30%Utilities: 0.20%Communication Services: 0.10%Healthcare: 0.10%Energy: 0.10%
ETF
92.80%
Technology
1.70%
Industrials
1.70%
Consumer Cyclical
0.70%
Financial Services
0.40%
Consumer Defensive
0.30%
Utilities
0.20%
Communication Services
0.10%
Healthcare
0.10%
Energy
0.10%

Industry Breakdown

120 industries across all sectors

ETF: 92.84%ETFStaffing & Employment Services: 0.98%Software - Infrastructure: 0.53%Railroads: 0.49%Consumer Electronics: 0.46%Auto - Manufacturers: 0.31%114 more: 2.81%
ETF
ETF
92.84%
Staffing & Employment Services
Industrials
0.98%
Software - Infrastructure
Technology
0.53%
Railroads
Industrials
0.49%
Consumer Electronics
Technology
0.46%
Auto - Manufacturers
Consumer Cyclical
0.31%
Semiconductors
Technology
0.30%
Information Technology Services
Technology
0.28%
Discount Stores
Consumer Defensive
0.19%
Insurance - Diversified
Financial Services
0.18%
Restaurants
Consumer Cyclical
0.15%
Aerospace & Defense
Industrials
0.13%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

No market cap data available

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.94%
International
0.064%
Countries
13
Largest Int'l Market
Canada - 0.02%
United States of America
99.94% ($513.3M)
645 holdings
Canada
0.02% ($125.5K)
19 holdings
Switzerland
0.01% ($74.7K)
4 holdings
Ireland
0.01% ($65.5K)
7 holdings
Australia
0.00% ($14.4K)
2 holdings
South Africa
0.00% ($14.1K)
1 holdings
Israel
0.00% ($11.4K)
4 holdings
Taiwan
0.00% ($8.1K)
1 holdings
Luxembourg
0.00% ($5.6K)
1 holdings
United Kingdom
0.00% ($4.3K)
1 holdings
Bermuda
0.00% ($1.7K)
3 holdings
Netherlands
0.00% ($1.6K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

No data available

Position Sizing & Influence

No data available

Portfolio Turnover

Current Quarter

Turnover Ratio
3.5%
Value Traded
$18.23M
Positions Added
290
Positions Exited
13

Historical (Since Q4 2019)

Avg. Turnover Ratio
4.5%
Avg. Positions Added
39
Avg. Positions Exited
25
Highest Turnover
50.0%
Q4 2019
Lowest Turnover
0.6%
Q1 2024

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