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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
1226
$885K 0.01%
13,333
-4,695
1227
$883K 0.01%
23,661
1228
$883K 0.01%
10,875
+3,285
1229
$877K 0.01%
91,187
-949
1230
$875K 0.01%
17,442
-9,888
1231
$874K 0.01%
114,638
-27,480
1232
$871K 0.01%
24,917
+2,572
1233
$870K 0.01%
17,783
+8,030
1234
$868K 0.01%
2,565
+59
1235
$868K 0.01%
35,310
-43,121
1236
$868K 0.01%
8,776
+37
1237
$860K 0.01%
10,774
+4,448
1238
$858K 0.01%
63,970
-3,100
1239
$857K 0.01%
31,126
-3,039
1240
$854K 0.01%
72,872
+5,615
1241
$854K 0.01%
9,409
-17,931
1242
$853K 0.01%
16,435
+5,035
1243
$850K 0.01%
18,518
-9,402
1244
$849K 0.01%
31,376
-3,219
1245
$848K 0.01%
78,849
+1,981
1246
$845K 0.01%
29,804
+2,452
1247
$845K 0.01%
6,764
+438
1248
$844K 0.01%
31,044
+2,845
1249
$843K 0.01%
46,761
+35,734
1250
$840K 0.01%
6,348
-2,802
48 49
50
51 52