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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
3551
$1.08K ﹤0.01%
140
-831
3552
$1.07K ﹤0.01%
76
-13,717
3553
$1.06K ﹤0.01%
100
3554
$1.04K ﹤0.01%
102
-329
3555
$1.04K ﹤0.01%
194
3556
$1.03K ﹤0.01%
60
3557
$1.03K ﹤0.01%
148
3558
$1.03K ﹤0.01%
52
3559
$1.02K ﹤0.01%
14
-69
3560
$1.01K ﹤0.01%
+5
3561
$1K ﹤0.01%
24
3562
$1K ﹤0.01%
5
3563
$990 ﹤0.01%
200
3564
$982 ﹤0.01%
12
3565
$980 ﹤0.01%
21
3566
$976 ﹤0.01%
22
3567
$968 ﹤0.01%
14
+1
3568
$927 ﹤0.01%
300
3569
$920 ﹤0.01%
32
3570
$920 ﹤0.01%
108
3571
$919 ﹤0.01%
21
3572
$913 ﹤0.01%
193
3573
$911 ﹤0.01%
22
3574
$907 ﹤0.01%
40
3575
$899 ﹤0.01%
351
+1
141 142
143
144 145