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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
1101
$1.12M 0.01%
27,572
+1,426
1102
$1.11M 0.01%
+48,342
1103
$1.11M 0.01%
23,110
+746
1104
$1.1M 0.01%
5,981
+3,660
1105
$1.1M 0.01%
42,420
+1,904
1106
$1.1M 0.01%
17,669
+5,808
1107
$1.1M 0.01%
9,367
+141
1108
$1.1M 0.01%
21,221
+2,400
1109
$1.1M 0.01%
35,948
-75,232
1110
$1.1M 0.01%
27,153
+242
1111
$1.09M 0.01%
6,151
+162
1112
$1.08M 0.01%
6,431
+3,761
1113
$1.08M 0.01%
11,451
-4,502
1114
$1.08M 0.01%
23,107
-4,749
1115
$1.08M 0.01%
4,196
+942
1116
$1.08M 0.01%
13,945
+13,931
1117
$1.07M 0.01%
12,548
+362
1118
$1.07M 0.01%
+16,277
1119
$1.07M 0.01%
5,261
+181
1120
$1.07M 0.01%
7,080
-543
1121
$1.07M 0.01%
3,027
+1,679
1122
$1.07M 0.01%
212,744
1123
$1.07M 0.01%
8,086
-178
1124
$1.07M 0.01%
80,769
1125
$1.06M 0.01%
7,438
+2,338
43 44
45
46 47