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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
801
$2.17M 0.01%
18,378
+2,000
802
$2.16M 0.01%
18,082
+7,801
803
$2.15M 0.01%
53,050
+9,041
804
$2.15M 0.01%
194,541
+7,794
805
$2.14M 0.01%
69,732
+18,593
806
$2.13M 0.01%
12,521
+1,470
807
$2.13M 0.01%
141,187
+11,996
808
$2.13M 0.01%
56,320
-801
809
$2.12M 0.01%
56,721
-1,710
810
$2.12M 0.01%
68,338
+5,385
811
$2.12M 0.01%
168,310
+2,949
812
$2.11M 0.01%
26,909
+12,071
813
$2.11M 0.01%
1,058
-9
814
$2.1M 0.01%
62,138
+79
815
$2.09M 0.01%
42,899
-23,584
816
$2.08M 0.01%
4,285
+142
817
$2.07M 0.01%
19,974
-1,396
818
$2.07M 0.01%
21,213
-2,693
819
$2.06M 0.01%
22,083
+14,964
820
$2.06M 0.01%
15,349
-6,450
821
$2.04M 0.01%
6,016
+168
822
$2.03M 0.01%
18,102
-398
823
$2.03M 0.01%
52,950
+10,791
824
$2.02M 0.01%
48,236
+10,326
825
$2.02M 0.01%
20,998
+137
31 32
33
34 35