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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
1276
$807K ﹤0.01%
2,470
-1,707
1277
$803K ﹤0.01%
165,300
-8,600
1278
$801K ﹤0.01%
16,047
+1,531
1279
$800K ﹤0.01%
37,489
+4,637
1280
$798K ﹤0.01%
28,453
-1,141
1281
$797K ﹤0.01%
50,416
+2,170
1282
$797K ﹤0.01%
11,443
-162
1283
$796K ﹤0.01%
2,660
-3,551
1284
$796K ﹤0.01%
14,856
+9,322
1285
$795K ﹤0.01%
34,149
+4,025
1286
$793K ﹤0.01%
41,299
-6,539
1287
$792K ﹤0.01%
15,909
-5,387
1288
$791K ﹤0.01%
45,853
+1,265
1289
$790K ﹤0.01%
7,310
+7,044
1290
$788K ﹤0.01%
15,864
+1,823
1291
$788K ﹤0.01%
26,076
1292
$784K ﹤0.01%
4,334
-228
1293
$783K ﹤0.01%
101,645
-6,500
1294
$782K ﹤0.01%
35,482
+3,983
1295
$781K ﹤0.01%
96,534
+9,830
1296
$779K ﹤0.01%
9,036
1297
$777K ﹤0.01%
15,987
-1,344
1298
$776K ﹤0.01%
11,507
+2,608
1299
$772K ﹤0.01%
16,295
+340
1300
$770K ﹤0.01%
3,165
+924
50 51
52
53 54