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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
3401
$2.54K ﹤0.01%
20
3402
$2.53K ﹤0.01%
+69
3403
$2.52K ﹤0.01%
70
3404
$2.51K ﹤0.01%
98
3405
$2.48K ﹤0.01%
72
3406
$2.46K ﹤0.01%
269
3407
$2.45K ﹤0.01%
100
-800
3408
$2.45K ﹤0.01%
50
+37
3409
$2.43K ﹤0.01%
+1,500
3410
$2.41K ﹤0.01%
145
3411
$2.37K ﹤0.01%
29
3412
$2.37K ﹤0.01%
39
3413
$2.33K ﹤0.01%
24
3414
$2.32K ﹤0.01%
120
+1
3415
$2.32K ﹤0.01%
70
-860
3416
$2.31K ﹤0.01%
30
3417
$2.29K ﹤0.01%
223
3418
$2.28K ﹤0.01%
240
3419
$2.28K ﹤0.01%
+98
3420
$2.23K ﹤0.01%
406
3421
$2.22K ﹤0.01%
42
-83
3422
$2.21K ﹤0.01%
163
3423
$2.21K ﹤0.01%
+13
3424
$2.19K ﹤0.01%
129
3425
$2.18K ﹤0.01%
245
135 136
137
138 139