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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
3051
$9.23K ﹤0.01%
60
+30
3052
$9.23K ﹤0.01%
+800
3053
$9.23K ﹤0.01%
449
+72
3054
$9.19K ﹤0.01%
65
3055
$9.17K ﹤0.01%
338
3056
$9.13K ﹤0.01%
232
3057
$9.09K ﹤0.01%
750
3058
$9.04K ﹤0.01%
1,621
+47
3059
$9.04K ﹤0.01%
429
+276
3060
$8.98K ﹤0.01%
190
3061
$8.98K ﹤0.01%
848
3062
$8.98K ﹤0.01%
227
+202
3063
$8.96K ﹤0.01%
360
+6
3064
$8.9K ﹤0.01%
218
+2
3065
$8.89K ﹤0.01%
170
3066
$8.88K ﹤0.01%
207
3067
$8.75K ﹤0.01%
118
3068
$8.74K ﹤0.01%
278
-6,037
3069
$8.73K ﹤0.01%
3,638
3070
$8.71K ﹤0.01%
300
3071
$8.66K ﹤0.01%
666
-880
3072
$8.65K ﹤0.01%
1,615
+135
3073
$8.64K ﹤0.01%
108
3074
$8.62K ﹤0.01%
+213
3075
$8.61K ﹤0.01%
125