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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
2876
$15.7K ﹤0.01%
18
2877
$15.6K ﹤0.01%
35
2878
$15.6K ﹤0.01%
5,939
-5
2879
$15.5K ﹤0.01%
350
2880
$15.5K ﹤0.01%
780
-8
2881
$15.4K ﹤0.01%
773
+50
2882
$15.3K ﹤0.01%
836
-322
2883
$15.2K ﹤0.01%
68
2884
$15.2K ﹤0.01%
500
-597
2885
$15.2K ﹤0.01%
2,202
-10,281
2886
$15.2K ﹤0.01%
125
2887
$15.1K ﹤0.01%
480
-2,291
2888
$15.1K ﹤0.01%
+797
2889
$15.1K ﹤0.01%
64
2890
$15.1K ﹤0.01%
+500
2891
$15K ﹤0.01%
24
-2
2892
$15K ﹤0.01%
+1,277
2893
$15K ﹤0.01%
500
2894
$14.9K ﹤0.01%
1,807
+38
2895
$14.9K ﹤0.01%
304
2896
$14.9K ﹤0.01%
555
-236
2897
$14.8K ﹤0.01%
653
+24
2898
$14.8K ﹤0.01%
+1,919
2899
$14.8K ﹤0.01%
376
-2
2900
$14.6K ﹤0.01%
198