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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
351
$8.4M 0.05%
86,307
+921
352
$8.38M 0.05%
443,915
-69,870
353
$8.31M 0.05%
303,401
+9,475
354
$8.31M 0.05%
13,059
-16
355
$8.3M 0.05%
109,630
-5,691
356
$8.28M 0.05%
13,136
-226
357
$8.26M 0.05%
55,829
+7,802
358
$8.25M 0.05%
68,419
+42
359
$8.24M 0.05%
276,862
+240,345
360
$8.24M 0.05%
38,234
-2,066
361
$8.15M 0.05%
85,357
+35,363
362
$8.13M 0.05%
107,184
-3,368
363
$8.12M 0.05%
213,219
+8,253
364
$8.11M 0.05%
4,772
+1,641
365
$8.11M 0.05%
160,665
+26,834
366
$8.11M 0.05%
19,139
+1,167
367
$8.08M 0.05%
108,070
+22,918
368
$8.07M 0.05%
43,674
+1,362
369
$8.01M 0.05%
59,261
+18,871
370
$8M 0.05%
132,724
+10,622
371
$7.96M 0.05%
117,328
+55,159
372
$7.95M 0.05%
13,957
+630
373
$7.94M 0.05%
88,895
+5,416
374
$7.86M 0.05%
77,016
-330
375
$7.8M 0.05%
157,773
+3,785
13 14
15
16 17