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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
2651
$33.8K ﹤0.01%
752
-13
2652
$33.8K ﹤0.01%
580
2653
$33.6K ﹤0.01%
1,369
+3
2654
$33.4K ﹤0.01%
528
2655
$33.4K ﹤0.01%
4,000
2656
$33.3K ﹤0.01%
3,219
2657
$33.3K ﹤0.01%
612
+2
2658
$33.2K ﹤0.01%
131
2659
$33K ﹤0.01%
750
2660
$33K ﹤0.01%
650
-220
2661
$33K ﹤0.01%
1,500
2662
$33K ﹤0.01%
514
-148
2663
$32.5K ﹤0.01%
2,000
2664
$32.4K ﹤0.01%
+18,317
2665
$32.4K ﹤0.01%
1,004
+4
2666
$32.4K ﹤0.01%
740
+501
2667
$32K ﹤0.01%
1,955
-25
2668
$31.9K ﹤0.01%
721
2669
$31.8K ﹤0.01%
430
-3,507
2670
$31.7K ﹤0.01%
466
-35
2671
$31.6K ﹤0.01%
2,162
-13,200
2672
$31.6K ﹤0.01%
17,084
+5,798
2673
$31.5K ﹤0.01%
758
+1
2674
$31.5K ﹤0.01%
553
2675
$31.4K ﹤0.01%
898
-497
105 106
107
108 109