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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
2601
$38.8K ﹤0.01%
435
2602
$38.7K ﹤0.01%
15,000
2603
$38.6K ﹤0.01%
1,055
+17
2604
$38.5K ﹤0.01%
292
2605
$38.4K ﹤0.01%
1,076
2606
$38.4K ﹤0.01%
1,053
2607
$38.2K ﹤0.01%
595
+145
2608
$38.1K ﹤0.01%
1,958
2609
$38K ﹤0.01%
7,400
2610
$38K ﹤0.01%
1,085
+449
2611
$38K ﹤0.01%
1,350
+1
2612
$37.9K ﹤0.01%
377
+275
2613
$37.9K ﹤0.01%
1,224
2614
$37.8K ﹤0.01%
+8,000
2615
$37.8K ﹤0.01%
1,335
-221
2616
$37.8K ﹤0.01%
1,094
+15
2617
$37.6K ﹤0.01%
1,754
+483
2618
$37.5K ﹤0.01%
564
-52
2619
$37.5K ﹤0.01%
2,917
+2,084
2620
$37.3K ﹤0.01%
143
2621
$37.3K ﹤0.01%
1,141
-346
2622
$37.3K ﹤0.01%
319
-500
2623
$37.2K ﹤0.01%
651
2624
$37K ﹤0.01%
1,000
2625
$36.9K ﹤0.01%
977
-287
103 104
105
106 107