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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
3151
$6.68K ﹤0.01%
131
3152
$6.65K ﹤0.01%
133
3153
$6.6K ﹤0.01%
112
-35
3154
$6.58K ﹤0.01%
+247
3155
$6.57K ﹤0.01%
300
3156
$6.53K ﹤0.01%
132
3157
$6.5K ﹤0.01%
1,498
+190
3158
$6.49K ﹤0.01%
370
3159
$6.46K ﹤0.01%
337
+13
3160
$6.44K ﹤0.01%
35
3161
$6.41K ﹤0.01%
57
3162
$6.41K ﹤0.01%
359
3163
$6.39K ﹤0.01%
39
-3,069
3164
$6.37K ﹤0.01%
146
3165
$6.35K ﹤0.01%
169
3166
$6.34K ﹤0.01%
1,455
-34,579
3167
$6.3K ﹤0.01%
21
-19
3168
$6.3K ﹤0.01%
100
3169
$6.29K ﹤0.01%
425
-275
3170
$6.29K ﹤0.01%
289
-16,888
3171
$6.17K ﹤0.01%
755
-7,109
3172
$6.15K ﹤0.01%
372
+34
3173
$6.1K ﹤0.01%
81
3174
$6.08K ﹤0.01%
2,575
+2,075
3175
$6.07K ﹤0.01%
127
125 126
127
128 129