NA

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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.92M
3
+$7.77M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$7.77M
5
CX icon
Cemex
CX
+$6.65M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.17%
2 Materials 9.63%
3 Utilities 6.3%
4 Consumer Staples 6%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.51%
+27,780
27
$1.92M 1.49%
+19,455
28
$1.92M 1.48%
+30,812
29
$1.87M 1.45%
+50,356
30
$1.85M 1.44%
+33,320
31
$1.85M 1.44%
+39,920
32
$1.83M 1.42%
+16,963
33
$1.78M 1.38%
+24,725
34
$1.72M 1.33%
+16,462
35
$1.71M 1.32%
+60,669
36
$1.68M 1.3%
+52,304
37
$1.67M 1.29%
+32,039
38
$1.64M 1.27%
+8,493
39
$817K 0.63%
+10,030
40
$801K 0.62%
+19,073
41
$795K 0.62%
+5,181
42
$772K 0.6%
+15,237
43
$770K 0.6%
+22,396
44
$769K 0.6%
+15,673
45
$746K 0.58%
+9,996
46
$745K 0.58%
+15,062
47
$736K 0.57%
+17,976
48
$719K 0.56%
+6,875
49
$704K 0.55%
+8,125
50
$687K 0.53%
+9,305
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