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
$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
576
$4.03M 0.02%
80,820
-5,822
577
$4.03M 0.02%
92,616
-2,282
578
$4.01M 0.02%
52,034
+13,069
579
$4M 0.02%
15,754
+768
580
$3.96M 0.02%
42,755
+5,173
581
$3.96M 0.02%
154,906
+3,991
582
$3.92M 0.02%
97,459
-14,332
583
$3.91M 0.02%
84,252
+51,434
584
$3.91M 0.02%
88,073
-5,238
585
$3.9M 0.02%
23,761
+3,147
586
$3.87M 0.02%
26,610
+2,846
587
$3.85M 0.02%
1,202
+118
588
$3.84M 0.02%
193,320
+9,259
589
$3.83M 0.02%
32,341
-678
590
$3.82M 0.02%
70,992
+13,877
591
$3.78M 0.02%
75,125
+4,294
592
$3.78M 0.02%
98,437
+39,437
593
$3.75M 0.02%
16,539
-152
594
$3.74M 0.02%
13,303
-126
595
$3.74M 0.02%
75,686
+10,545
596
$3.72M 0.02%
18,950
-861
597
$3.68M 0.02%
144,052
+33,348
598
$3.68M 0.02%
66,427
+4,753
599
$3.67M 0.02%
129,938
+38,179
600
$3.65M 0.02%
131,888
-14,611
22 23
24
25 26