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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
1251
$840K 0.01%
6,431
+1,167
1252
$839K 0.01%
75,481
+4,717
1253
$834K 0.01%
1,918
+759
1254
$834K 0.01%
77,145
+10,729
1255
$833K 0.01%
5,900
+540
1256
$829K 0.01%
32,850
+30,481
1257
$828K 0.01%
34,701
-4,250
1258
$827K 0.01%
124,754
-8,800
1259
$826K 0.01%
101,084
+6,880
1260
$825K 0.01%
11,078
+2,105
1261
$825K 0.01%
4,179
+223
1262
$824K 0.01%
2,688
+2,339
1263
$823K ﹤0.01%
31,803
+1,201
1264
$822K ﹤0.01%
172,644
-87,632
1265
$820K ﹤0.01%
+31,622
1266
$820K ﹤0.01%
3,232
-936
1267
$820K ﹤0.01%
9,174
+5,547
1268
$817K ﹤0.01%
30,220
+1,936
1269
$817K ﹤0.01%
4,529
-2,242
1270
$817K ﹤0.01%
26,443
-410
1271
$817K ﹤0.01%
9,211
-1,215
1272
$815K ﹤0.01%
83,093
+33
1273
$815K ﹤0.01%
10,471
+1
1274
$811K ﹤0.01%
32,182
+39
1275
$809K ﹤0.01%
29,563
+9,226
49 50
51
52 53