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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
3851
$15 ﹤0.01%
+6
3852
$15 ﹤0.01%
7
+1
3853
$15 ﹤0.01%
4
3854
$14 ﹤0.01%
2
3855
$14 ﹤0.01%
5
3856
$13 ﹤0.01%
2
3857
$12 ﹤0.01%
2
3858
$12 ﹤0.01%
+3
3859
$12 ﹤0.01%
3
-24,908
3860
– –
0
3861
$10 ﹤0.01%
+2
3862
– –
-1
3863
$10 ﹤0.01%
+2
3864
$10 ﹤0.01%
3
3865
$7 ﹤0.01%
4
3866
$7 ﹤0.01%
1
3867
$6 ﹤0.01%
1
3868
$6 ﹤0.01%
+1
3869
$6 ﹤0.01%
+3
3870
$6 ﹤0.01%
2
-2
3871
$6 ﹤0.01%
+1
3872
$5 ﹤0.01%
2
3873
$5 ﹤0.01%
+1
3874
$5 ﹤0.01%
+14
3875
$5 ﹤0.01%
+6
153 154
155
156 157