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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
976
$1.46M 0.01%
8,304
-24
977
$1.45M 0.01%
11,061
+2,043
978
$1.44M 0.01%
20,946
-6,743
979
$1.44M 0.01%
15,633
+1,183
980
$1.44M 0.01%
3,046
-36
981
$1.44M 0.01%
12,412
-1,344
982
$1.44M 0.01%
31,454
-1,287
983
$1.43M 0.01%
25,021
-2,724
984
$1.43M 0.01%
78,000
+953
985
$1.43M 0.01%
92,314
-8,472
986
$1.43M 0.01%
28,265
+874
987
$1.42M 0.01%
14,672
+7,868
988
$1.42M 0.01%
44,820
+4,578
989
$1.41M 0.01%
58,794
-69,250
990
$1.41M 0.01%
6,787
-3,917
991
$1.41M 0.01%
61,033
+1,172
992
$1.41M 0.01%
60,486
+1,186
993
$1.41M 0.01%
60,800
+9,109
994
$1.41M 0.01%
24,115
+3,320
995
$1.4M 0.01%
43,208
+4,216
996
$1.4M 0.01%
3,662
+141
997
$1.4M 0.01%
17,907
+715
998
$1.4M 0.01%
156,751
-7,181
999
$1.39M 0.01%
71,422
+25,418
1000
$1.39M 0.01%
58,541
+4,630
38 39
40
41 42