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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
3876
$4 ﹤0.01%
+1
3877
$4 ﹤0.01%
+1
3878
$4 ﹤0.01%
+1
3879
$4 ﹤0.01%
+5
3880
$4 ﹤0.01%
+1
3881
– –
0
3882
$3 ﹤0.01%
+1
3883
$3 ﹤0.01%
+1
3884
$3 ﹤0.01%
+1
3885
$3 ﹤0.01%
+4
3886
$3 ﹤0.01%
2
3887
$3 ﹤0.01%
+3
3888
$3 ﹤0.01%
+1
3889
$2 ﹤0.01%
1
3890
$2 ﹤0.01%
1
3891
$1 ﹤0.01%
+1
3892
$1 ﹤0.01%
+1
3893
$1 ﹤0.01%
1
-443
3894
– –
-715
3895
– –
-945
3896
– –
-52
3897
– –
-7,331
3898
– –
-24,377
3899
– –
-13,390
3900
– –
-212
154 155
156
157 158