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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$40.3M
3
+$37.5M
4
IBM icon
IBM
IBM
+$34.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33.8M

Top Sells

1
+$37.6M
2
+$34.4M
3
+$27.6M
4
MDLZ icon
Mondelez International
MDLZ
+$25.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25M

Sector Composition

1 Technology 15.13%
2 Financials 6.53%
3 Consumer Discretionary 5%
4 Healthcare 4%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$53.5K ﹤0.01%
13,316
+11,348
2502
$53.5K ﹤0.01%
315
+64
2503
$53.4K ﹤0.01%
+435
2504
$53.2K ﹤0.01%
162
+5
2505
$53.2K ﹤0.01%
+2,280
2506
$53.2K ﹤0.01%
1,081
2507
$53K ﹤0.01%
7,847
+2,387
2508
$52.5K ﹤0.01%
351
-687
2509
$52.3K ﹤0.01%
929
-60
2510
$52.1K ﹤0.01%
13,823
+365
2511
$52.1K ﹤0.01%
1,264
+1,104
2512
$52.1K ﹤0.01%
11,600
2513
$51.8K ﹤0.01%
25,906
2514
$51.7K ﹤0.01%
4,100
2515
$51.6K ﹤0.01%
+877
2516
$51.6K ﹤0.01%
275
+3
2517
$51.5K ﹤0.01%
1,794
-37
2518
$51.5K ﹤0.01%
4,714
2519
$51.2K ﹤0.01%
600
2520
$51.1K ﹤0.01%
493
2521
$51K ﹤0.01%
39,867
2522
$51K ﹤0.01%
1,872
2523
$51K ﹤0.01%
2,271
2524
$50.9K ﹤0.01%
5,685
-516
2525
$50.3K ﹤0.01%
977
+344
99 100
101
102 103