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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
2676
$31.1K ﹤0.01%
417
2677
$31.1K ﹤0.01%
1,364
+40
2678
$30.9K ﹤0.01%
412
-150
2679
$30.6K ﹤0.01%
1,519
2680
$30.4K ﹤0.01%
101
2681
$30.1K ﹤0.01%
1,519
2682
$30.1K ﹤0.01%
+1,564
2683
$30.1K ﹤0.01%
16,157
-14,423
2684
$30K ﹤0.01%
529
2685
$29.8K ﹤0.01%
1,579
-244
2686
$29.6K ﹤0.01%
624
+150
2687
$29.5K ﹤0.01%
204
2688
$29.5K ﹤0.01%
298
2689
$29.3K ﹤0.01%
+10,165
2690
$29.1K ﹤0.01%
1,309
-60
2691
$29.1K ﹤0.01%
545
+154
2692
$29.1K ﹤0.01%
1,200
+1,050
2693
$28.8K ﹤0.01%
648
+5
2694
$28.7K ﹤0.01%
493
2695
$28.7K ﹤0.01%
+6,188
2696
$28.7K ﹤0.01%
+1,025
2697
$28.5K ﹤0.01%
4,846
+4,454
2698
$28.4K ﹤0.01%
+25,332
2699
$28.3K ﹤0.01%
371
+1
2700
$28.2K ﹤0.01%
1,410
+1,400
106 107
108
109 110