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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
3801
$70 ﹤0.01%
6
3802
$70 ﹤0.01%
+7
3803
$70 ﹤0.01%
3
3804
$69 ﹤0.01%
+3
3805
$69 ﹤0.01%
7
3806
$68 ﹤0.01%
1
3807
$63 ﹤0.01%
5
3808
$63 ﹤0.01%
2
3809
$62 ﹤0.01%
6
3810
$60 ﹤0.01%
32
3811
$60 ﹤0.01%
15
3812
$60 ﹤0.01%
84
3813
$58 ﹤0.01%
1
3814
$57 ﹤0.01%
47
3815
$57 ﹤0.01%
1
3816
$57 ﹤0.01%
2
3817
$53 ﹤0.01%
50
3818
$51 ﹤0.01%
16
-100
3819
$48 ﹤0.01%
15
+10
3820
$47 ﹤0.01%
35
3821
$41 ﹤0.01%
1,667
3822
$40 ﹤0.01%
4
3823
$38 ﹤0.01%
1
3824
$36 ﹤0.01%
21
3825
$36 ﹤0.01%
17
151 152
153
154 155