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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
3376
$2.91K ﹤0.01%
75
3377
$2.91K ﹤0.01%
322
+1
3378
$2.91K ﹤0.01%
90
3379
$2.87K ﹤0.01%
1,309
3380
$2.85K ﹤0.01%
70
3381
$2.84K ﹤0.01%
38
+2
3382
$2.84K ﹤0.01%
1,100
3383
$2.79K ﹤0.01%
87
3384
$2.78K ﹤0.01%
2,550
3385
$2.77K ﹤0.01%
15
3386
$2.76K ﹤0.01%
70
-6,220
3387
$2.74K ﹤0.01%
172
-20
3388
$2.72K ﹤0.01%
51
-4,999
3389
$2.72K ﹤0.01%
35
3390
$2.71K ﹤0.01%
250
3391
$2.71K ﹤0.01%
310
-100
3392
$2.68K ﹤0.01%
2,550
3393
$2.67K ﹤0.01%
168
3394
$2.65K ﹤0.01%
223
3395
$2.64K ﹤0.01%
13
3396
$2.64K ﹤0.01%
32
3397
$2.59K ﹤0.01%
48
+1
3398
$2.56K ﹤0.01%
100
3399
$2.55K ﹤0.01%
60
3400
$2.54K ﹤0.01%
76
134 135
136
137 138