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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
3176
$6.06K ﹤0.01%
39
+1
3177
$6.05K ﹤0.01%
146
-4
3178
$6.03K ﹤0.01%
318
3179
$6.01K ﹤0.01%
28
3180
$6K ﹤0.01%
285
3181
$5.99K ﹤0.01%
646
+8
3182
$5.97K ﹤0.01%
+99
3183
$5.95K ﹤0.01%
168
3184
$5.93K ﹤0.01%
145
3185
$5.92K ﹤0.01%
96
3186
$5.87K ﹤0.01%
84
-2,917
3187
$5.83K ﹤0.01%
1,061
+61
3188
$5.8K ﹤0.01%
234
-165
3189
$5.76K ﹤0.01%
800
+500
3190
$5.75K ﹤0.01%
145
-4,808
3191
$5.71K ﹤0.01%
32
-6
3192
$5.7K ﹤0.01%
+247
3193
$5.69K ﹤0.01%
158
3194
$5.68K ﹤0.01%
500
3195
$5.67K ﹤0.01%
156
+50
3196
$5.66K ﹤0.01%
300
3197
$5.66K ﹤0.01%
274
-23
3198
$5.66K ﹤0.01%
100
3199
$5.66K ﹤0.01%
189
3200
$5.66K ﹤0.01%
152
126 127
128
129 130