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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
3776
$97 ﹤0.01%
6
+1
3777
$96 ﹤0.01%
1
3778
$95 ﹤0.01%
6
3779
$95 ﹤0.01%
2
3780
$94 ﹤0.01%
8
-6,568
3781
$92 ﹤0.01%
14
-33
3782
$92 ﹤0.01%
8
-211
3783
$92 ﹤0.01%
3
3784
$85 ﹤0.01%
8
3785
$84 ﹤0.01%
3
3786
$83 ﹤0.01%
+11
3787
$83 ﹤0.01%
22
3788
$81 ﹤0.01%
+10
3789
$80 ﹤0.01%
1
-43
3790
$80 ﹤0.01%
1
-2,963
3791
$80 ﹤0.01%
1,072
3792
$79 ﹤0.01%
+49
3793
$79 ﹤0.01%
2
3794
$79 ﹤0.01%
12
3795
$77 ﹤0.01%
1
3796
$76 ﹤0.01%
+2
3797
$75 ﹤0.01%
17
3798
$74 ﹤0.01%
5
3799
$73 ﹤0.01%
22
3800
$73 ﹤0.01%
18
150 151
152
153 154