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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
776
$2.31M 0.01%
26,445
-185,008
777
$2.3M 0.01%
50,030
+22,180
778
$2.3M 0.01%
546,717
-73,193
779
$2.3M 0.01%
22,183
+16,223
780
$2.29M 0.01%
104,705
+22,510
781
$2.29M 0.01%
50,281
+11,295
782
$2.29M 0.01%
9,216
+2,752
783
$2.28M 0.01%
15,278
-7
784
$2.27M 0.01%
23,903
-642
785
$2.26M 0.01%
61,365
+8,504
786
$2.25M 0.01%
+61,042
787
$2.25M 0.01%
12,585
+6
788
$2.22M 0.01%
11,817
+215
789
$2.21M 0.01%
36,533
-1,788
790
$2.21M 0.01%
30,540
+4,300
791
$2.21M 0.01%
55,827
+3,071
792
$2.21M 0.01%
112,972
+10,746
793
$2.2M 0.01%
30,805
+25,067
794
$2.2M 0.01%
14,556
-3,102
795
$2.2M 0.01%
18,380
+1,440
796
$2.19M 0.01%
84,191
+5,894
797
$2.19M 0.01%
220,873
-8,449
798
$2.18M 0.01%
13,447
+131
799
$2.18M 0.01%
9,853
+3,236
800
$2.17M 0.01%
12,546
+2,726
30 31
32
33 34