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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
1151
$1.02M 0.01%
20,601
+8,249
1152
$1.02M 0.01%
6,068
+514
1153
$1.02M 0.01%
22,941
-181,842
1154
$1.02M 0.01%
48,092
+10,277
1155
$1.01M 0.01%
37,431
+210
1156
$1.01M 0.01%
25,819
-250
1157
$1.01M 0.01%
82,854
+6,594
1158
$1.01M 0.01%
49,104
+48,200
1159
$1M 0.01%
2,123
+804
1160
$1M 0.01%
8,803
+6,644
1161
$1M 0.01%
14,414
+73
1162
$1M 0.01%
6,252
+2,332
1163
$1M 0.01%
35,259
+6
1164
$1M 0.01%
127,388
+36,254
1165
$1M 0.01%
19,477
-1,905
1166
$997K 0.01%
124,322
+1,012
1167
$991K 0.01%
7,112
-132
1168
$989K 0.01%
32,193
+9,551
1169
$987K 0.01%
26,316
-5,606
1170
$983K 0.01%
+21,060
1171
$982K 0.01%
7,861
+588
1172
$980K 0.01%
22,190
1173
$977K 0.01%
19,203
-736
1174
$974K 0.01%
21,319
-1,012
1175
$973K 0.01%
+60,599
45 46
47
48 49