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
51
$643K 0.5%
+11,473
52
$601K 0.47%
+4,638
53
$584K 0.45%
+14,497
54
$499K 0.39%
+4,446
55
$372K 0.29%
+8,335
56
$270K 0.21%
+6,627
57
$258K 0.2%
+2,051
58
$248K 0.19%
+2,266
1 2
3