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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
3451
$1.97K ﹤0.01%
134
-1
3452
$1.97K ﹤0.01%
10
3453
$1.94K ﹤0.01%
344
3454
$1.93K ﹤0.01%
11
-35
3455
$1.92K ﹤0.01%
89
3456
$1.9K ﹤0.01%
748
+300
3457
$1.9K ﹤0.01%
82
-112
3458
$1.88K ﹤0.01%
100
3459
$1.88K ﹤0.01%
700
3460
$1.88K ﹤0.01%
125
3461
$1.88K ﹤0.01%
720
3462
$1.87K ﹤0.01%
47
3463
$1.86K ﹤0.01%
207
-801
3464
$1.85K ﹤0.01%
100
3465
$1.85K ﹤0.01%
150
+50
3466
$1.81K ﹤0.01%
100
3467
$1.81K ﹤0.01%
478
+2
3468
$1.79K ﹤0.01%
1,059
3469
$1.79K ﹤0.01%
288
3470
$1.76K ﹤0.01%
30
-970
3471
$1.75K ﹤0.01%
119
3472
$1.75K ﹤0.01%
68
3473
$1.71K ﹤0.01%
236
3474
$1.7K ﹤0.01%
247
-30,545
3475
$1.69K ﹤0.01%
150
137 138
139
140 141