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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
1076
$1.2M 0.01%
31,900
-10,470
1077
$1.19M 0.01%
38,399
-1,657
1078
$1.19M 0.01%
36,261
-2,461
1079
$1.18M 0.01%
57,895
+40,900
1080
$1.18M 0.01%
45,689
-577
1081
$1.17M 0.01%
120,710
+15,077
1082
$1.17M 0.01%
25,274
+336
1083
$1.17M 0.01%
5,582
+5,021
1084
$1.17M 0.01%
25,913
+10,675
1085
$1.16M 0.01%
99,753
-1,539
1086
$1.16M 0.01%
+23,361
1087
$1.16M 0.01%
32,403
+980
1088
$1.16M 0.01%
39,071
+402
1089
$1.15M 0.01%
5,416
-35
1090
$1.15M 0.01%
4,188
+481
1091
$1.14M 0.01%
5,540
-255
1092
$1.14M 0.01%
35,795
-8,646
1093
$1.13M 0.01%
10,740
+3,610
1094
$1.13M 0.01%
34,315
+925
1095
$1.13M 0.01%
14,601
+5,254
1096
$1.13M 0.01%
19,629
-3,407
1097
$1.13M 0.01%
29,153
-6,715
1098
$1.12M 0.01%
29,565
+5,240
1099
$1.12M 0.01%
62,072
-36,959
1100
$1.12M 0.01%
14,279
-4,862
42 43
44
45 46