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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
3626
$637 ﹤0.01%
23
+13
3627
$627 ﹤0.01%
185
3628
$621 ﹤0.01%
+100
3629
$615 ﹤0.01%
100
3630
$614 ﹤0.01%
200
3631
$612 ﹤0.01%
15
-85
3632
$611 ﹤0.01%
82
3633
$610 ﹤0.01%
20
3634
$600 ﹤0.01%
12
3635
$598 ﹤0.01%
200
3636
$594 ﹤0.01%
32
3637
$592 ﹤0.01%
10
3638
$578 ﹤0.01%
9
-34
3639
$573 ﹤0.01%
195
3640
$568 ﹤0.01%
9
3641
$565 ﹤0.01%
43
3642
$550 ﹤0.01%
59
3643
$528 ﹤0.01%
272
3644
$528 ﹤0.01%
25
3645
$527 ﹤0.01%
146
3646
$523 ﹤0.01%
92
3647
$520 ﹤0.01%
11
3648
$519 ﹤0.01%
9
3649
$512 ﹤0.01%
18
+8
3650
$508 ﹤0.01%
3
144 145
146
147 148