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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
826
$2.02M 0.01%
256,971
-5,099
827
$2.02M 0.01%
55,705
+6,912
828
$2M 0.01%
79,764
829
$1.99M 0.01%
2,800
-1,630
830
$1.99M 0.01%
133,435
+35,743
831
$1.99M 0.01%
9,350
+377
832
$1.98M 0.01%
53,211
+26,639
833
$1.98M 0.01%
82,330
+3,883
834
$1.97M 0.01%
152,994
-4,925
835
$1.96M 0.01%
18,890
+3,296
836
$1.96M 0.01%
63,605
+19,382
837
$1.96M 0.01%
54,845
+6,152
838
$1.95M 0.01%
84,216
+6,596
839
$1.93M 0.01%
64,769
+9,936
840
$1.93M 0.01%
36,585
+2,911
841
$1.93M 0.01%
21,584
+5,387
842
$1.91M 0.01%
17,694
+4,893
843
$1.91M 0.01%
52,508
-2,301
844
$1.9M 0.01%
21,695
+1,089
845
$1.9M 0.01%
2,701
+127
846
$1.9M 0.01%
9,351
+507
847
$1.9M 0.01%
69,830
-45
848
$1.9M 0.01%
14,431
-3,937
849
$1.89M 0.01%
85,207
+80,301
850
$1.89M 0.01%
24,940
+14,126
32 33
34
35 36