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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
751
$2.43M 0.01%
14,604
+1,582
752
$2.42M 0.01%
39,183
+2,254
753
$2.42M 0.01%
186,644
+6,744
754
$2.42M 0.01%
39,776
+29,961
755
$2.42M 0.01%
59,501
+10,219
756
$2.42M 0.01%
2,294
-36
757
$2.42M 0.01%
72,613
+2,316
758
$2.41M 0.01%
18,996
+709
759
$2.41M 0.01%
36,681
+3,478
760
$2.4M 0.01%
13,128
-945
761
$2.39M 0.01%
35,620
+12,423
762
$2.39M 0.01%
105,042
+71,922
763
$2.38M 0.01%
47,553
+4,074
764
$2.38M 0.01%
+47,825
765
$2.38M 0.01%
11,611
-535
766
$2.35M 0.01%
19,204
+2,307
767
$2.35M 0.01%
8,824
+4,539
768
$2.35M 0.01%
98,188
+72,094
769
$2.34M 0.01%
90,886
+87,338
770
$2.34M 0.01%
19,897
-832
771
$2.34M 0.01%
81,539
+60,490
772
$2.33M 0.01%
16,668
+436
773
$2.33M 0.01%
22,876
+4,525
774
$2.32M 0.01%
3,802
+230
775
$2.31M 0.01%
79,144
+3,866
29 30
31
32 33