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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
3276
$4.28K ﹤0.01%
200
3277
$4.25K ﹤0.01%
959
+264
3278
$4.22K ﹤0.01%
68
-584
3279
$4.19K ﹤0.01%
481
+100
3280
$4.16K ﹤0.01%
92
3281
$4.15K ﹤0.01%
171
-44
3282
$4.12K ﹤0.01%
183
3283
$4.11K ﹤0.01%
18
-9
3284
$4.1K ﹤0.01%
285
3285
$4.07K ﹤0.01%
440
-698
3286
$4.05K ﹤0.01%
151
3287
$4.02K ﹤0.01%
67
3288
$4.01K ﹤0.01%
+234
3289
$3.97K ﹤0.01%
146
3290
$3.94K ﹤0.01%
77
3291
$3.94K ﹤0.01%
89
-200
3292
$3.92K ﹤0.01%
250
3293
$3.92K ﹤0.01%
243
3294
$3.87K ﹤0.01%
221
-22,635
3295
$3.87K ﹤0.01%
130
3296
$3.87K ﹤0.01%
104
3297
$3.87K ﹤0.01%
+151
3298
$3.86K ﹤0.01%
96
3299
$3.85K ﹤0.01%
+103
3300
$3.83K ﹤0.01%
209
130 131
132
133 134