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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
2926
$13.4K ﹤0.01%
+282
2927
$13.4K ﹤0.01%
1,263
2928
$13.4K ﹤0.01%
+800
2929
$13.4K ﹤0.01%
257
+1
2930
$13.4K ﹤0.01%
36
2931
$13.3K ﹤0.01%
846
+84
2932
$13.3K ﹤0.01%
734
-475
2933
$13.2K ﹤0.01%
+280
2934
$13.2K ﹤0.01%
290
-3,831
2935
$13.2K ﹤0.01%
600
2936
$13.2K ﹤0.01%
909
2937
$13.1K ﹤0.01%
900
2938
$13.1K ﹤0.01%
1,761
+3
2939
$13.1K ﹤0.01%
+2,768
2940
$13.1K ﹤0.01%
156
2941
$13.1K ﹤0.01%
743
2942
$13K ﹤0.01%
150
2943
$13K ﹤0.01%
5,315
-5,567
2944
$13K ﹤0.01%
+179
2945
$12.9K ﹤0.01%
250
2946
$12.9K ﹤0.01%
200
2947
$12.9K ﹤0.01%
850
-50
2948
$12.9K ﹤0.01%
631
+12
2949
$12.9K ﹤0.01%
+172
2950
$12.9K ﹤0.01%
2,675
116 117
118
119 120