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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
3226
$5.21K ﹤0.01%
28
+1
3227
$5.21K ﹤0.01%
200
3228
$5.18K ﹤0.01%
413
+62
3229
$5.18K ﹤0.01%
137
3230
$5.17K ﹤0.01%
199
+3
3231
$5.17K ﹤0.01%
381
-64,443
3232
$5.07K ﹤0.01%
1,000
3233
$4.98K ﹤0.01%
2,102
3234
$4.98K ﹤0.01%
56
3235
$4.96K ﹤0.01%
280
3236
$4.95K ﹤0.01%
108
3237
$4.95K ﹤0.01%
17
3238
$4.95K ﹤0.01%
163
3239
$4.93K ﹤0.01%
100
3240
$4.92K ﹤0.01%
109
-103
3241
$4.88K ﹤0.01%
4
-185
3242
$4.88K ﹤0.01%
57
3243
$4.87K ﹤0.01%
54
3244
$4.84K ﹤0.01%
22
3245
$4.84K ﹤0.01%
140
3246
$4.83K ﹤0.01%
267
3247
$4.81K ﹤0.01%
545
3248
$4.81K ﹤0.01%
1,700
3249
$4.77K ﹤0.01%
206
+3
3250
$4.75K ﹤0.01%
42
128 129
130
131 132