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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
3301
$3.82K ﹤0.01%
72
3302
$3.82K ﹤0.01%
50
3303
$3.81K ﹤0.01%
+363
3304
$3.81K ﹤0.01%
21
3305
$3.8K ﹤0.01%
13
3306
$3.75K ﹤0.01%
52
-21
3307
$3.74K ﹤0.01%
232
3308
$3.73K ﹤0.01%
75
3309
$3.72K ﹤0.01%
33
3310
$3.71K ﹤0.01%
235
3311
$3.68K ﹤0.01%
20
3312
$3.67K ﹤0.01%
225
3313
$3.67K ﹤0.01%
70
3314
$3.66K ﹤0.01%
46
3315
$3.64K ﹤0.01%
259
3316
$3.63K ﹤0.01%
269
3317
$3.61K ﹤0.01%
357
+237
3318
$3.58K ﹤0.01%
345
3319
$3.58K ﹤0.01%
130
-60
3320
$3.53K ﹤0.01%
+1,784
3321
$3.53K ﹤0.01%
+60
3322
$3.52K ﹤0.01%
547
3323
$3.49K ﹤0.01%
100
3324
$3.49K ﹤0.01%
33
3325
$3.48K ﹤0.01%
+66
131 132
133
134 135