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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
1051
$1.25M 0.01%
9,938
+529
1052
$1.25M 0.01%
14,689
+9,610
1053
$1.25M 0.01%
12,983
+384
1054
$1.24M 0.01%
21,251
+52
1055
$1.24M 0.01%
85,017
+3,397
1056
$1.24M 0.01%
86,307
-10,908
1057
$1.24M 0.01%
41,594
-2,131
1058
$1.24M 0.01%
12,933
-1,383
1059
$1.23M 0.01%
39,717
+11,340
1060
$1.23M 0.01%
45,802
+35,179
1061
$1.23M 0.01%
56,857
+1,620
1062
$1.23M 0.01%
52,922
+2,611
1063
$1.23M 0.01%
108,377
+19,553
1064
$1.23M 0.01%
10,629
-511
1065
$1.23M 0.01%
40,505
+2,685
1066
$1.23M 0.01%
35,050
+7,350
1067
$1.22M 0.01%
8,890
+610
1068
$1.22M 0.01%
51,510
-308
1069
$1.21M 0.01%
9,551
+433
1070
$1.21M 0.01%
29,355
-311
1071
$1.21M 0.01%
29,898
+2,415
1072
$1.21M 0.01%
75,267
+5,550
1073
$1.2M 0.01%
23,845
-2,270
1074
$1.2M 0.01%
29,038
-7,912
1075
$1.2M 0.01%
30,222
+29,404
41 42
43
44 45