NA

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
2751
$24.3K ﹤0.01%
1,713
+1,604
2752
$24.3K ﹤0.01%
+1,466
2753
$24.2K ﹤0.01%
2,212
-3
2754
$24.1K ﹤0.01%
1,587
2755
$24K ﹤0.01%
502
2756
$23.9K ﹤0.01%
4,750
-12,657
2757
$23.9K ﹤0.01%
764
-261
2758
$23.7K ﹤0.01%
379
2759
$23.5K ﹤0.01%
1,025
-1,850
2760
$23.5K ﹤0.01%
749
+31
2761
$23.5K ﹤0.01%
66
2762
$23.4K ﹤0.01%
5,000
2763
$23.3K ﹤0.01%
2,067
2764
$23.3K ﹤0.01%
3,602
2765
$23.2K ﹤0.01%
262
2766
$23.2K ﹤0.01%
485
2767
$23.1K ﹤0.01%
176
2768
$23.1K ﹤0.01%
13,000
2769
$23K ﹤0.01%
255
-10
2770
$22.9K ﹤0.01%
391
2771
$22.9K ﹤0.01%
12,200
-15,543
2772
$22.9K ﹤0.01%
1,537
-33
2773
$22.9K ﹤0.01%
201
+154
2774
$22.9K ﹤0.01%
2,855
2775
$22.8K ﹤0.01%
300
+3