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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
3751
$165 ﹤0.01%
3
3752
$164 ﹤0.01%
+9
3753
$157 ﹤0.01%
4
-30
3754
$150 ﹤0.01%
200
3755
$149 ﹤0.01%
6
3756
$147 ﹤0.01%
20
3757
$143 ﹤0.01%
18
3758
$142 ﹤0.01%
9
3759
$142 ﹤0.01%
20
3760
$139 ﹤0.01%
+21
3761
$135 ﹤0.01%
+8
3762
$134 ﹤0.01%
3
-17
3763
$132 ﹤0.01%
3
3764
$127 ﹤0.01%
2
3765
$124 ﹤0.01%
4
3766
$124 ﹤0.01%
6
3767
$123 ﹤0.01%
8
3768
$122 ﹤0.01%
13
3769
$122 ﹤0.01%
10
3770
$121 ﹤0.01%
20
3771
$120 ﹤0.01%
5
3772
$109 ﹤0.01%
1
3773
$104 ﹤0.01%
6
3774
$103 ﹤0.01%
100
3775
$101 ﹤0.01%
84
-7
149 150
151
152 153