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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
3476
$1.67K ﹤0.01%
15
3477
$1.65K ﹤0.01%
127
3478
$1.65K ﹤0.01%
50
-171
3479
$1.65K ﹤0.01%
1,295
-210
3480
$1.64K ﹤0.01%
280
-1,061
3481
$1.64K ﹤0.01%
50
3482
$1.64K ﹤0.01%
667
3483
$1.63K ﹤0.01%
+63
3484
$1.62K ﹤0.01%
88
3485
$1.61K ﹤0.01%
200
3486
$1.6K ﹤0.01%
28
3487
$1.6K ﹤0.01%
50
3488
$1.59K ﹤0.01%
+46
3489
$1.59K ﹤0.01%
+100
3490
$1.58K ﹤0.01%
498
3491
$1.55K ﹤0.01%
82
3492
$1.54K ﹤0.01%
+104
3493
$1.54K ﹤0.01%
60
3494
$1.53K ﹤0.01%
760
-441
3495
$1.53K ﹤0.01%
762
+512
3496
$1.5K ﹤0.01%
97
3497
$1.47K ﹤0.01%
+100
3498
$1.47K ﹤0.01%
36
+12
3499
$1.45K ﹤0.01%
20
3500
$1.45K ﹤0.01%
34
138 139
140
141 142