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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
1126
$1.06M 0.01%
15,916
+11,394
1127
$1.06M 0.01%
16,127
-322
1128
$1.06M 0.01%
29,144
+26,517
1129
$1.06M 0.01%
6,242
+331
1130
$1.06M 0.01%
13,302
+1,212
1131
$1.05M 0.01%
23,360
+561
1132
$1.05M 0.01%
9,770
+5,352
1133
$1.05M 0.01%
17,359
-1,772
1134
$1.05M 0.01%
23,882
+27
1135
$1.04M 0.01%
20,965
+727
1136
$1.04M 0.01%
33,479
+6,077
1137
$1.04M 0.01%
106,516
+651
1138
$1.04M 0.01%
11,600
+2,409
1139
$1.04M 0.01%
7,853
+2,797
1140
$1.04M 0.01%
12,211
+4,939
1141
$1.04M 0.01%
58,591
-467
1142
$1.04M 0.01%
11,696
-229
1143
$1.04M 0.01%
28,782
-1,155
1144
$1.04M 0.01%
3,450
-3,123
1145
$1.03M 0.01%
105,272
+50,090
1146
$1.03M 0.01%
8,635
-1,075
1147
$1.03M 0.01%
33,353
+8,043
1148
$1.03M 0.01%
4,885
+1,426
1149
$1.03M 0.01%
2,419
+203
1150
$1.02M 0.01%
8,860
+14
44 45
46
47 48