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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
1301
$770K ﹤0.01%
7,216
+372
1302
$770K ﹤0.01%
+15,534
1303
$768K ﹤0.01%
72,390
+22,689
1304
$767K ﹤0.01%
1,529
-3
1305
$766K ﹤0.01%
18,072
+16,998
1306
$764K ﹤0.01%
17,920
-1,302
1307
$762K ﹤0.01%
6,051
+100
1308
$760K ﹤0.01%
25,656
+1,813
1309
$759K ﹤0.01%
18,834
+18,812
1310
$758K ﹤0.01%
8,209
+412
1311
$758K ﹤0.01%
25,603
+2,235
1312
$755K ﹤0.01%
5,793
+5,733
1313
$755K ﹤0.01%
35,375
-600
1314
$754K ﹤0.01%
2,406
+1,416
1315
$753K ﹤0.01%
118,040
-6,600
1316
$749K ﹤0.01%
33,317
-12,900
1317
$748K ﹤0.01%
6,677
+2,908
1318
$747K ﹤0.01%
13,613
-687
1319
$745K ﹤0.01%
10,822
-97
1320
$744K ﹤0.01%
17,802
+15,678
1321
$741K ﹤0.01%
62,281
+208
1322
$740K ﹤0.01%
62,865
+2,600
1323
$739K ﹤0.01%
21,228
+776
1324
$738K ﹤0.01%
88,050
+4,400
1325
$738K ﹤0.01%
3,671
+1,865
51 52
53
54 55