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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
451
$5.79M 0.03%
102,387
+9,549
452
$5.77M 0.03%
176,250
+18,906
453
$5.76M 0.03%
278,330
-15,566
454
$5.75M 0.03%
41,277
+1,303
455
$5.74M 0.03%
110,934
+55,928
456
$5.73M 0.03%
120,525
+10,395
457
$5.72M 0.03%
12,596
+1,148
458
$5.7M 0.03%
59,963
+8,287
459
$5.68M 0.03%
15,523
+2,730
460
$5.65M 0.03%
26,272
-689
461
$5.6M 0.03%
17,101
+1,145
462
$5.6M 0.03%
48,600
+9,775
463
$5.58M 0.03%
91,813
+2,336
464
$5.56M 0.03%
68,846
+13,237
465
$5.56M 0.03%
64,852
+20,277
466
$5.55M 0.03%
27,604
+646
467
$5.51M 0.03%
122,285
+2,653
468
$5.49M 0.03%
337,368
+115,244
469
$5.49M 0.03%
35,426
-1,546
470
$5.46M 0.03%
211,200
+76,920
471
$5.45M 0.03%
71,614
+8,655
472
$5.45M 0.03%
97,848
+3,467
473
$5.44M 0.03%
637,624
+617,524
474
$5.43M 0.03%
118,922
+12,537
475
$5.42M 0.03%
137,712
+580
17 18
19
20 21