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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
3351
$3.18K ﹤0.01%
42
-25
3352
$3.15K ﹤0.01%
1,900
-450
3353
$3.14K ﹤0.01%
50
3354
$3.13K ﹤0.01%
53
3355
$3.11K ﹤0.01%
66
-49,696
3356
$3.11K ﹤0.01%
57
3357
$3.09K ﹤0.01%
167
-140
3358
$3.08K ﹤0.01%
258
3359
$3.07K ﹤0.01%
+80
3360
$3.03K ﹤0.01%
127
3361
$3.03K ﹤0.01%
297
3362
$3.02K ﹤0.01%
+30
3363
$3.02K ﹤0.01%
151
-4,297
3364
$3.01K ﹤0.01%
98
+1
3365
$2.99K ﹤0.01%
12
3366
$2.98K ﹤0.01%
33
3367
$2.98K ﹤0.01%
150
3368
$2.97K ﹤0.01%
63
3369
$2.96K ﹤0.01%
17
3370
$2.95K ﹤0.01%
38
-201
3371
$2.94K ﹤0.01%
94
-278
3372
$2.92K ﹤0.01%
100
-183
3373
$2.92K ﹤0.01%
80
3374
$2.92K ﹤0.01%
252
-6,312
3375
$2.92K ﹤0.01%
353
+309
133 134
135
136 137