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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
1026
$1.32M 0.01%
31,316
+2,729
1027
$1.31M 0.01%
+33,823
1028
$1.31M 0.01%
50,218
+48,944
1029
$1.31M 0.01%
22,142
+9,455
1030
$1.31M 0.01%
40,884
+24,259
1031
$1.31M 0.01%
5,061
+580
1032
$1.3M 0.01%
+9,144
1033
$1.3M 0.01%
34,243
-306
1034
$1.3M 0.01%
+5,849
1035
$1.3M 0.01%
+25,760
1036
$1.29M 0.01%
21,414
+16,532
1037
$1.29M 0.01%
65,254
+5,872
1038
$1.29M 0.01%
24,880
+12,228
1039
$1.28M 0.01%
11,359
-93
1040
$1.28M 0.01%
11,717
+1,867
1041
$1.28M 0.01%
11,031
-322
1042
$1.28M 0.01%
29,526
+23,529
1043
$1.27M 0.01%
57,199
+1,547
1044
$1.27M 0.01%
2,462
+286
1045
$1.27M 0.01%
40,445
+14,357
1046
$1.27M 0.01%
17,191
+6,649
1047
$1.27M 0.01%
2,615
+127
1048
$1.27M 0.01%
19,349
+1,346
1049
$1.26M 0.01%
51,992
+1,465
1050
$1.26M 0.01%
6,106
+149
40 41
42
43 44