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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
3101
$7.82K ﹤0.01%
2,000
3102
$7.78K ﹤0.01%
147
-83
3103
$7.76K ﹤0.01%
350
3104
$7.76K ﹤0.01%
437
+12
3105
$7.75K ﹤0.01%
75
3106
$7.73K ﹤0.01%
460
+243
3107
$7.68K ﹤0.01%
565
-80
3108
$7.64K ﹤0.01%
+150
3109
$7.64K ﹤0.01%
122
3110
$7.57K ﹤0.01%
82
3111
$7.55K ﹤0.01%
1,493
3112
$7.54K ﹤0.01%
1,128
3113
$7.48K ﹤0.01%
153
-13
3114
$7.45K ﹤0.01%
820
-25
3115
$7.41K ﹤0.01%
359
+65
3116
$7.4K ﹤0.01%
611
3117
$7.4K ﹤0.01%
+417
3118
$7.38K ﹤0.01%
+313
3119
$7.36K ﹤0.01%
+5,042
3120
$7.28K ﹤0.01%
60,700
3121
$7.26K ﹤0.01%
+2,405
3122
$7.23K ﹤0.01%
238
3123
$7.22K ﹤0.01%
278
+165
3124
$7.21K ﹤0.01%
+68
3125
$7.17K ﹤0.01%
150
123 124
125
126 127