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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
3426
$2.17K ﹤0.01%
+100
3427
$2.16K ﹤0.01%
81
3428
$2.16K ﹤0.01%
1,000
3429
$2.15K ﹤0.01%
+130
3430
$2.15K ﹤0.01%
47
3431
$2.14K ﹤0.01%
116
3432
$2.12K ﹤0.01%
50
3433
$2.11K ﹤0.01%
145
3434
$2.1K ﹤0.01%
62
-27
3435
$2.1K ﹤0.01%
100
3436
$2.09K ﹤0.01%
+82
3437
$2.08K ﹤0.01%
191
3438
$2.08K ﹤0.01%
550
3439
$2.08K ﹤0.01%
209
+1
3440
$2.07K ﹤0.01%
67
3441
$2.06K ﹤0.01%
52
-3,500
3442
$2.05K ﹤0.01%
57
-28
3443
$2.04K ﹤0.01%
106
3444
$2.03K ﹤0.01%
58
-243
3445
$2.02K ﹤0.01%
+42
3446
$2K ﹤0.01%
+100
3447
$1.99K ﹤0.01%
50
3448
$1.99K ﹤0.01%
20
3449
$1.98K ﹤0.01%
80
3450
$1.97K ﹤0.01%
478
136 137
138
139 140