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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
2526
$49.4K ﹤0.01%
1,920
-400
2527
$49.3K ﹤0.01%
1,018
2528
$49.2K ﹤0.01%
376
+111
2529
$49K ﹤0.01%
1,925
+1,750
2530
$49K ﹤0.01%
+1,450
2531
$48.9K ﹤0.01%
1,231
+7
2532
$48.8K ﹤0.01%
829
+4
2533
$48.3K ﹤0.01%
1,466
+4
2534
$48.2K ﹤0.01%
432
-2,711
2535
$48.2K ﹤0.01%
602
2536
$47.6K ﹤0.01%
13,918
2537
$47.4K ﹤0.01%
10,314
2538
$47.3K ﹤0.01%
451
-24
2539
$47.3K ﹤0.01%
886
-60
2540
$46.9K ﹤0.01%
2,643
2541
$46.5K ﹤0.01%
858
+325
2542
$46.2K ﹤0.01%
515
+39
2543
$46.1K ﹤0.01%
2,188
2544
$46.1K ﹤0.01%
481
2545
$46.1K ﹤0.01%
278
2546
$45.8K ﹤0.01%
1,332
-48
2547
$45.7K ﹤0.01%
580
-3,364
2548
$45.3K ﹤0.01%
+800
2549
$45.3K ﹤0.01%
+26,176
2550
$45.3K ﹤0.01%
889
+3
100 101
102
103 104