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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
2776
$22.8K ﹤0.01%
700
2777
$22.6K ﹤0.01%
605
+5
2778
$22.3K ﹤0.01%
365
2779
$22.2K ﹤0.01%
1,000
2780
$21.9K ﹤0.01%
470
+37
2781
$21.8K ﹤0.01%
911
-4,587
2782
$21.8K ﹤0.01%
200
2783
$21.8K ﹤0.01%
919
2784
$21.7K ﹤0.01%
3,440
+2,740
2785
$21.6K ﹤0.01%
70
2786
$21.1K ﹤0.01%
330
2787
$21.1K ﹤0.01%
458
2788
$21.1K ﹤0.01%
800
-275
2789
$21K ﹤0.01%
998
-796
2790
$21K ﹤0.01%
2,000
2791
$21K ﹤0.01%
2,193
2792
$20.9K ﹤0.01%
2,102
-11,835
2793
$20.9K ﹤0.01%
2,100
-6,610
2794
$20.8K ﹤0.01%
+7,098
2795
$20.8K ﹤0.01%
300
2796
$20.6K ﹤0.01%
417
-76
2797
$20.6K ﹤0.01%
250
+19
2798
$20.6K ﹤0.01%
426
2799
$20.5K ﹤0.01%
1,294
+247
2800
$20.4K ﹤0.01%
276
-37
110 111
112
113 114