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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
851
$1.89M 0.01%
1,489
+64
852
$1.89M 0.01%
+23,194
853
$1.88M 0.01%
15,973
+34
854
$1.87M 0.01%
78,885
+6
855
$1.86M 0.01%
27,611
+2,582
856
$1.86M 0.01%
45,514
+3,490
857
$1.86M 0.01%
1,975
+587
858
$1.86M 0.01%
23,905
+13,159
859
$1.86M 0.01%
37,388
+9,852
860
$1.85M 0.01%
58,467
+7,519
861
$1.85M 0.01%
18,125
+2,043
862
$1.85M 0.01%
38,641
+13,514
863
$1.84M 0.01%
178,030
+53,646
864
$1.84M 0.01%
163,162
-8,391
865
$1.83M 0.01%
44,445
+9,307
866
$1.82M 0.01%
13,789
+1,893
867
$1.82M 0.01%
10,202
+3,031
868
$1.82M 0.01%
21,309
+184
869
$1.81M 0.01%
27,216
-11
870
$1.81M 0.01%
39,900
+6,616
871
$1.81M 0.01%
23,769
-846
872
$1.8M 0.01%
37,959
-5,152
873
$1.79M 0.01%
8,463
-14
874
$1.78M 0.01%
31,303
+2,896
875
$1.77M 0.01%
36,796
+5,958
33 34
35
36 37