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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
926
$1.62M 0.01%
106,201
+6,559
927
$1.62M 0.01%
21,779
-4,348
928
$1.61M 0.01%
60,603
-3,380
929
$1.61M 0.01%
21,164
-1,235
930
$1.6M 0.01%
23,505
+21,389
931
$1.6M 0.01%
6,922
+266
932
$1.59M 0.01%
6,460
+2,238
933
$1.59M 0.01%
13,655
+135
934
$1.59M 0.01%
41,890
+993
935
$1.59M 0.01%
31,584
-160,349
936
$1.59M 0.01%
30,503
-14,039
937
$1.58M 0.01%
92,306
+2,969
938
$1.58M 0.01%
34,905
-18,962
939
$1.57M 0.01%
3,694
-289
940
$1.57M 0.01%
44,727
-8,668
941
$1.57M 0.01%
67,890
-4,988
942
$1.57M 0.01%
6,825
+6,538
943
$1.56M 0.01%
17,245
-4,555
944
$1.55M 0.01%
41,709
-2,691
945
$1.55M 0.01%
12,399
+909
946
$1.54M 0.01%
44,892
-573
947
$1.54M 0.01%
24,635
+11,406
948
$1.53M 0.01%
30,758
-296
949
$1.53M 0.01%
24,842
+6,153
950
$1.52M 0.01%
36,045
-117,417
36 37
38
39 40