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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
1176
$968K 0.01%
5,196
+1,025
1177
$967K 0.01%
45,482
-2,084
1178
$966K 0.01%
1,626
+192
1179
$965K 0.01%
15,864
+67
1180
$964K 0.01%
58,872
+58,522
1181
$960K 0.01%
46,552
+13
1182
$958K 0.01%
38,547
-342
1183
$954K 0.01%
83,622
+1,125
1184
$953K 0.01%
27,771
-481
1185
$953K 0.01%
51,277
+4,752
1186
$953K 0.01%
7,135
+119
1187
$951K 0.01%
16,768
-944
1188
$944K 0.01%
135,875
-21,293
1189
$942K 0.01%
6,590
-134
1190
$940K 0.01%
14,206
-1,752
1191
$938K 0.01%
9,307
+779
1192
$937K 0.01%
13,887
-1,951
1193
$937K 0.01%
25,885
+989
1194
$934K 0.01%
34,124
-26,004
1195
$933K 0.01%
122,495
+93,191
1196
$932K 0.01%
15,391
-4,906
1197
$932K 0.01%
141,157
+17,552
1198
$931K 0.01%
18,581
+1,785
1199
$930K 0.01%
21,415
-1,557
1200
$929K 0.01%
27,908
+14,857
46 47
48
49 50