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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
2851
$17.1K ﹤0.01%
650
+406
2852
$17K ﹤0.01%
+1,500
2853
$17K ﹤0.01%
396
+4
2854
$16.7K ﹤0.01%
272
2855
$16.7K ﹤0.01%
1,488
+24
2856
$16.6K ﹤0.01%
340
+74
2857
$16.5K ﹤0.01%
10,400
-2,000
2858
$16.5K ﹤0.01%
5,000
2859
$16.5K ﹤0.01%
40
2860
$16.4K ﹤0.01%
12,000
2861
$16.4K ﹤0.01%
250
2862
$16.4K ﹤0.01%
991
+546
2863
$16.4K ﹤0.01%
455
+58
2864
$16.3K ﹤0.01%
806
2865
$16.3K ﹤0.01%
749
2866
$16K ﹤0.01%
737
+118
2867
$16K ﹤0.01%
1,834
+500
2868
$16K ﹤0.01%
2,861
2869
$15.9K ﹤0.01%
1,710
+3
2870
$15.9K ﹤0.01%
74
2871
$15.9K ﹤0.01%
700
+535
2872
$15.8K ﹤0.01%
+600
2873
$15.8K ﹤0.01%
500
2874
$15.8K ﹤0.01%
111
+1
2875
$15.7K ﹤0.01%
319
+49