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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
701
$2.7M 0.02%
25,770
+6,070
702
$2.7M 0.02%
13,802
+1,970
703
$2.69M 0.02%
53,643
+53,170
704
$2.69M 0.02%
94,655
-2,401
705
$2.68M 0.02%
14,277
-2,374
706
$2.67M 0.02%
70,736
-1,270
707
$2.66M 0.02%
80,164
+3,072
708
$2.65M 0.02%
14,970
+13
709
$2.64M 0.02%
+105,852
710
$2.64M 0.02%
63,129
+2,438
711
$2.64M 0.02%
11,485
+861
712
$2.64M 0.02%
28,628
+2,588
713
$2.64M 0.02%
125,263
-2,157
714
$2.64M 0.02%
25,516
+2,831
715
$2.64M 0.02%
54,052
+16,583
716
$2.63M 0.02%
34,360
-2,369
717
$2.63M 0.02%
62,858
+16,949
718
$2.63M 0.02%
7,890
+204
719
$2.62M 0.02%
61,326
+6,920
720
$2.62M 0.02%
105,896
-10,992
721
$2.62M 0.02%
44,478
-7,686
722
$2.6M 0.02%
51,443
-46,923
723
$2.59M 0.02%
139,079
+47,674
724
$2.58M 0.02%
5,374
+64
725
$2.57M 0.02%
57,305
-4,749
27 28
29
30 31