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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
2576
$41.8K ﹤0.01%
2,217
-9,532
2577
$41.8K ﹤0.01%
351
2578
$41.6K ﹤0.01%
1,089
+9
2579
$41.4K ﹤0.01%
166
-7
2580
$41.4K ﹤0.01%
15,495
+1,000
2581
$41.2K ﹤0.01%
1,798
2582
$40.9K ﹤0.01%
2,022
-1,146
2583
$40.7K ﹤0.01%
1,022
+1
2584
$40.7K ﹤0.01%
143
-1,501
2585
$40.6K ﹤0.01%
26,550
2586
$40.6K ﹤0.01%
5,561
+164
2587
$40.4K ﹤0.01%
4,664
-58
2588
$40.4K ﹤0.01%
18,613
-460
2589
$40.4K ﹤0.01%
975
+717
2590
$40.3K ﹤0.01%
1,320
+885
2591
$40.2K ﹤0.01%
1,000
2592
$39.9K ﹤0.01%
744
2593
$39.9K ﹤0.01%
480
2594
$39.7K ﹤0.01%
4,664
+206
2595
$39.5K ﹤0.01%
732
+557
2596
$39.5K ﹤0.01%
761
+55
2597
$39.4K ﹤0.01%
994
2598
$39.2K ﹤0.01%
561
-17
2599
$38.9K ﹤0.01%
23,461
-885
2600
$38.8K ﹤0.01%
255
+63
102 103
104
105 106