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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
3201
$5.65K ﹤0.01%
478
+15
3202
$5.63K ﹤0.01%
288
+32
3203
$5.62K ﹤0.01%
610
3204
$5.6K ﹤0.01%
270
3205
$5.6K ﹤0.01%
76
3206
$5.6K ﹤0.01%
+586
3207
$5.6K ﹤0.01%
36
3208
$5.56K ﹤0.01%
189
3209
$5.53K ﹤0.01%
+1,550
3210
$5.53K ﹤0.01%
127
3211
$5.52K ﹤0.01%
137
3212
$5.51K ﹤0.01%
+249
3213
$5.46K ﹤0.01%
178
-32
3214
$5.46K ﹤0.01%
82
3215
$5.44K ﹤0.01%
1,367
+2
3216
$5.43K ﹤0.01%
17,700
3217
$5.41K ﹤0.01%
126
-250
3218
$5.38K ﹤0.01%
34
3219
$5.37K ﹤0.01%
405
+1
3220
$5.35K ﹤0.01%
241
3221
$5.31K ﹤0.01%
155
3222
$5.3K ﹤0.01%
811
-3,473
3223
$5.29K ﹤0.01%
78
3224
$5.26K ﹤0.01%
+415
3225
$5.22K ﹤0.01%
58
-1
127 128
129
130 131