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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
3326
$3.46K ﹤0.01%
500
3327
$3.46K ﹤0.01%
1,400
3328
$3.46K ﹤0.01%
+75
3329
$3.41K ﹤0.01%
100
3330
$3.38K ﹤0.01%
44
3331
$3.38K ﹤0.01%
4,200
3332
$3.38K ﹤0.01%
37
3333
$3.37K ﹤0.01%
+1,972
3334
$3.36K ﹤0.01%
100
3335
$3.33K ﹤0.01%
896
3336
$3.32K ﹤0.01%
36
+1
3337
$3.32K ﹤0.01%
176
3338
$3.31K ﹤0.01%
62
3339
$3.31K ﹤0.01%
77
3340
$3.3K ﹤0.01%
69
-4
3341
$3.27K ﹤0.01%
126
-35
3342
$3.27K ﹤0.01%
68
-5
3343
$3.25K ﹤0.01%
891
+2
3344
$3.24K ﹤0.01%
19
3345
$3.24K ﹤0.01%
40
3346
$3.24K ﹤0.01%
132
+2
3347
$3.22K ﹤0.01%
31
3348
$3.21K ﹤0.01%
2,770
+1,770
3349
$3.21K ﹤0.01%
106
+1
3350
$3.2K ﹤0.01%
131
-328
132 133
134
135 136