NA

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
3501
$1.44K ﹤0.01%
42
3502
$1.42K ﹤0.01%
200
3503
$1.42K ﹤0.01%
378
3504
$1.41K ﹤0.01%
35
3505
$1.4K ﹤0.01%
151
3506
$1.4K ﹤0.01%
40
3507
$1.39K ﹤0.01%
+87
3508
$1.38K ﹤0.01%
147
3509
$1.38K ﹤0.01%
20
3510
$1.37K ﹤0.01%
400
3511
$1.36K ﹤0.01%
92
3512
$1.36K ﹤0.01%
97
+2
3513
$1.35K ﹤0.01%
12
3514
$1.35K ﹤0.01%
20
3515
$1.34K ﹤0.01%
25
3516
$1.34K ﹤0.01%
100
3517
$1.34K ﹤0.01%
7
3518
$1.33K ﹤0.01%
14
-1
3519
$1.32K ﹤0.01%
600
3520
$1.32K ﹤0.01%
100
3521
$1.32K ﹤0.01%
+35
3522
$1.31K ﹤0.01%
53
-17
3523
$1.3K ﹤0.01%
101
+1
3524
$1.29K ﹤0.01%
929
-36
3525
$1.28K ﹤0.01%
111
139 140
141
142 143