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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
401
$6.9M 0.04%
53,437
+2,349
402
$6.86M 0.04%
292,175
+34,905
403
$6.85M 0.04%
64,078
-50,790
404
$6.79M 0.04%
291,719
+13,204
405
$6.76M 0.04%
247,758
+575
406
$6.75M 0.04%
202,464
+190,984
407
$6.71M 0.04%
27,719
-3,112
408
$6.7M 0.04%
54,259
+3,560
409
$6.61M 0.04%
104,199
-3,544
410
$6.61M 0.04%
191,616
-914
411
$6.59M 0.04%
131,974
+34,934
412
$6.59M 0.04%
101,224
+5,264
413
$6.49M 0.04%
12,442
-294
414
$6.48M 0.04%
232,326
-53,057
415
$6.44M 0.04%
64,241
+3,386
416
$6.44M 0.04%
128,940
+30,350
417
$6.44M 0.04%
75,935
+3,343
418
$6.35M 0.04%
21,986
+1,934
419
$6.35M 0.04%
58,058
+6,546
420
$6.32M 0.04%
59,468
+16,194
421
$6.3M 0.04%
175,164
+114
422
$6.29M 0.04%
+248,914
423
$6.29M 0.04%
77,365
+498
424
$6.24M 0.04%
51,324
+4,549
425
$6.21M 0.04%
102,526
-2,666
15 16
17
18 19