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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
3576
$892 ﹤0.01%
154
3577
$891 ﹤0.01%
63
3578
$882 ﹤0.01%
100
-24
3579
$881 ﹤0.01%
150
3580
$879 ﹤0.01%
300
3581
$878 ﹤0.01%
385
3582
$862 ﹤0.01%
38
3583
$858 ﹤0.01%
99
+1
3584
$852 ﹤0.01%
36
-15
3585
$848 ﹤0.01%
25
-27
3586
$845 ﹤0.01%
338
+13
3587
$834 ﹤0.01%
10
3588
$833 ﹤0.01%
127
3589
$823 ﹤0.01%
251
+1
3590
$821 ﹤0.01%
12
3591
$820 ﹤0.01%
87
3592
$819 ﹤0.01%
+19
3593
$807 ﹤0.01%
116
-238
3594
$806 ﹤0.01%
+6
3595
$775 ﹤0.01%
246
3596
$775 ﹤0.01%
100
3597
$774 ﹤0.01%
20
-89
3598
$772 ﹤0.01%
61
3599
$761 ﹤0.01%
+874
3600
$759 ﹤0.01%
19
142 143
144
145 146