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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
901
$1.68M 0.01%
8,623
+1,466
902
$1.68M 0.01%
15,424
+1,723
903
$1.67M 0.01%
26,552
+312
904
$1.67M 0.01%
25,231
+1,095
905
$1.67M 0.01%
10,157
+7,754
906
$1.67M 0.01%
35,850
-3,885
907
$1.67M 0.01%
9,070
+374
908
$1.66M 0.01%
31,314
-1,811
909
$1.66M 0.01%
3,200
-42
910
$1.66M 0.01%
12,247
+3,240
911
$1.66M 0.01%
16,928
-319
912
$1.66M 0.01%
41,195
-6,786
913
$1.65M 0.01%
33,462
+18,125
914
$1.65M 0.01%
38,824
+30,884
915
$1.65M 0.01%
60,600
-2,500
916
$1.65M 0.01%
54,828
+3,011
917
$1.65M 0.01%
142,846
+8,679
918
$1.65M 0.01%
25,169
-697
919
$1.64M 0.01%
75,576
+27,151
920
$1.64M 0.01%
62,673
+6,099
921
$1.63M 0.01%
47,855
+4,554
922
$1.63M 0.01%
379,800
+63,100
923
$1.63M 0.01%
21,286
-6,133
924
$1.63M 0.01%
36,067
+27,364
925
$1.63M 0.01%
28,916
-931
35 36
37
38 39