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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
2626
$36.9K ﹤0.01%
1,163
2627
$36.9K ﹤0.01%
1,817
-246
2628
$36.8K ﹤0.01%
1,587
2629
$36.8K ﹤0.01%
1,372
+243
2630
$36.8K ﹤0.01%
1,006
-178
2631
$36.5K ﹤0.01%
952
+262
2632
$36.5K ﹤0.01%
27,406
+13,136
2633
$36K ﹤0.01%
1,308
+796
2634
$35.8K ﹤0.01%
3,500
2635
$35.5K ﹤0.01%
1,383
-2,000
2636
$35.5K ﹤0.01%
2,112
2637
$35.4K ﹤0.01%
251
+67
2638
$35.4K ﹤0.01%
2,006
+4
2639
$35.2K ﹤0.01%
3,537
-27
2640
$35.1K ﹤0.01%
1,165
+14
2641
$35K ﹤0.01%
540
2642
$35K ﹤0.01%
1,419
+12
2643
$34.9K ﹤0.01%
1,200
+1,000
2644
$34.8K ﹤0.01%
37,000
-43,942
2645
$34.6K ﹤0.01%
384
2646
$34.5K ﹤0.01%
466
2647
$34.4K ﹤0.01%
5,300
-125
2648
$34.1K ﹤0.01%
674
2649
$34.1K ﹤0.01%
1,260
+164
2650
$33.8K ﹤0.01%
1,430
+6
104 105
106
107 108