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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
3701
$346 ﹤0.01%
20
3702
$344 ﹤0.01%
40
+2
3703
$341 ﹤0.01%
+43
3704
$330 ﹤0.01%
10
3705
$328 ﹤0.01%
43
3706
$327 ﹤0.01%
19
-27
3707
$321 ﹤0.01%
17
3708
$320 ﹤0.01%
27
3709
$318 ﹤0.01%
2,500
3710
$312 ﹤0.01%
100
3711
$311 ﹤0.01%
57
3712
$310 ﹤0.01%
10
3713
$309 ﹤0.01%
10
3714
$299 ﹤0.01%
4
3715
$291 ﹤0.01%
224
-38
3716
$286 ﹤0.01%
86
3717
$280 ﹤0.01%
+6
3718
$272 ﹤0.01%
16
-213
3719
$271 ﹤0.01%
9
3720
$270 ﹤0.01%
45
3721
$268 ﹤0.01%
51
3722
$267 ﹤0.01%
150
3723
$262 ﹤0.01%
500
3724
$259 ﹤0.01%
60
-615
3725
$253 ﹤0.01%
50
147 148
149
150 151