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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
3251
$4.75K ﹤0.01%
683
-136
3252
$4.72K ﹤0.01%
5,000
3253
$4.72K ﹤0.01%
995
-877
3254
$4.68K ﹤0.01%
18
3255
$4.67K ﹤0.01%
39
3256
$4.65K ﹤0.01%
2,500
3257
$4.6K ﹤0.01%
317
+53
3258
$4.58K ﹤0.01%
202
3259
$4.57K ﹤0.01%
356
3260
$4.55K ﹤0.01%
54
-310
3261
$4.54K ﹤0.01%
158
+101
3262
$4.54K ﹤0.01%
50
3263
$4.5K ﹤0.01%
121
3264
$4.49K ﹤0.01%
135
+1
3265
$4.49K ﹤0.01%
247
3266
$4.45K ﹤0.01%
+75
3267
$4.43K ﹤0.01%
989
-676
3268
$4.41K ﹤0.01%
164
3269
$4.41K ﹤0.01%
988
-10,639
3270
$4.38K ﹤0.01%
101
+47
3271
$4.37K ﹤0.01%
78
3272
$4.37K ﹤0.01%
+95
3273
$4.37K ﹤0.01%
43
3274
$4.33K ﹤0.01%
+148
3275
$4.32K ﹤0.01%
166
129 130
131
132 133