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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
876
$1.77M 0.01%
18,273
+1,159
877
$1.77M 0.01%
15,666
+3,094
878
$1.77M 0.01%
41,756
+3,739
879
$1.76M 0.01%
55,610
+4,387
880
$1.76M 0.01%
42,761
+56
881
$1.76M 0.01%
12,254
+8,585
882
$1.76M 0.01%
23,040
-16,472
883
$1.76M 0.01%
18,367
+1,354
884
$1.75M 0.01%
32,542
+1,434
885
$1.75M 0.01%
35,530
+15,938
886
$1.74M 0.01%
11,280
+2,623
887
$1.74M 0.01%
16,679
-1,443
888
$1.74M 0.01%
94,675
-6,486
889
$1.74M 0.01%
42,297
+31,181
890
$1.72M 0.01%
63,193
+6,324
891
$1.72M 0.01%
44,585
-449
892
$1.72M 0.01%
31,416
+4,911
893
$1.72M 0.01%
38,567
-4,019
894
$1.72M 0.01%
9,277
-640
895
$1.72M 0.01%
9,733
+924
896
$1.71M 0.01%
109,200
+12,405
897
$1.7M 0.01%
51,226
+4,048
898
$1.69M 0.01%
47,763
+4,683
899
$1.69M 0.01%
69,569
-46,181
900
$1.68M 0.01%
17,526
+14,206
34 35
36
37 38