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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
3076
$8.53K ﹤0.01%
207
+25
3077
$8.48K ﹤0.01%
671
+61
3078
$8.47K ﹤0.01%
1,078
3079
$8.47K ﹤0.01%
543
3080
$8.47K ﹤0.01%
830
3081
$8.42K ﹤0.01%
+205
3082
$8.41K ﹤0.01%
867
+20
3083
$8.36K ﹤0.01%
141
+1
3084
$8.36K ﹤0.01%
1,166
-2,489
3085
$8.34K ﹤0.01%
955
+16
3086
$8.29K ﹤0.01%
863
-64
3087
$8.27K ﹤0.01%
683
3088
$8.26K ﹤0.01%
78
3089
$8.18K ﹤0.01%
1
-22
3090
$8.06K ﹤0.01%
760
3091
$8.05K ﹤0.01%
235
+3
3092
$8.03K ﹤0.01%
117
3093
$7.95K ﹤0.01%
2,588
3094
$7.94K ﹤0.01%
248
-205
3095
$7.89K ﹤0.01%
+262
3096
$7.88K ﹤0.01%
71
3097
$7.87K ﹤0.01%
208
+1
3098
$7.87K ﹤0.01%
+175
3099
$7.85K ﹤0.01%
300
3100
$7.84K ﹤0.01%
407
+3
122 123
124
125 126