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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
3126
$7.16K ﹤0.01%
119
-260
3127
$7.15K ﹤0.01%
7,565
3128
$7.13K ﹤0.01%
22
3129
$7.09K ﹤0.01%
90
3130
$7.07K ﹤0.01%
+985
3131
$7.05K ﹤0.01%
378
-8
3132
$7.05K ﹤0.01%
80
-6,819
3133
$7.04K ﹤0.01%
+371
3134
$7.04K ﹤0.01%
43
3135
$7.04K ﹤0.01%
72
-40
3136
$7.01K ﹤0.01%
50
3137
$7.01K ﹤0.01%
+200
3138
$7K ﹤0.01%
900
3139
$6.98K ﹤0.01%
147
3140
$6.97K ﹤0.01%
500
3141
$6.96K ﹤0.01%
45
+40
3142
$6.93K ﹤0.01%
315
+1
3143
$6.92K ﹤0.01%
126
3144
$6.85K ﹤0.01%
87
3145
$6.81K ﹤0.01%
418
+32
3146
$6.8K ﹤0.01%
320
3147
$6.74K ﹤0.01%
134
+1
3148
$6.74K ﹤0.01%
320
-149
3149
$6.71K ﹤0.01%
21,827
+21,500
3150
$6.69K ﹤0.01%
35
124 125
126
127 128