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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
2826
$18.7K ﹤0.01%
+2,000
2827
$18.6K ﹤0.01%
400
-135
2828
$18.5K ﹤0.01%
112
2829
$18.4K ﹤0.01%
3,750
2830
$18.3K ﹤0.01%
+180
2831
$18.2K ﹤0.01%
115
2832
$18.1K ﹤0.01%
546
-74
2833
$18.1K ﹤0.01%
+427
2834
$18K ﹤0.01%
90
2835
$17.9K ﹤0.01%
388
2836
$17.8K ﹤0.01%
446
2837
$17.7K ﹤0.01%
1,014
-4,638
2838
$17.6K ﹤0.01%
70
2839
$17.6K ﹤0.01%
+379
2840
$17.5K ﹤0.01%
316
2841
$17.4K ﹤0.01%
2,500
-50
2842
$17.4K ﹤0.01%
405
2843
$17.3K ﹤0.01%
110
2844
$17.3K ﹤0.01%
363
2845
$17.3K ﹤0.01%
735
2846
$17.2K ﹤0.01%
33
+1
2847
$17.2K ﹤0.01%
202
2848
$17.1K ﹤0.01%
799
-6
2849
$17.1K ﹤0.01%
1,455
+4
2850
$17.1K ﹤0.01%
818
112 113
114
115 116