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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
1351
$699K ﹤0.01%
1,928
+532
1352
$698K ﹤0.01%
16,630
-78
1353
$697K ﹤0.01%
34,942
-3,537
1354
$697K ﹤0.01%
+26,623
1355
$697K ﹤0.01%
1,758
+141
1356
$695K ﹤0.01%
42,525
-3,463
1357
$693K ﹤0.01%
18,161
+1,424
1358
$692K ﹤0.01%
6,284
-30,936
1359
$687K ﹤0.01%
56,184
-200
1360
$687K ﹤0.01%
21,508
+21,040
1361
$687K ﹤0.01%
49,990
+45,571
1362
$683K ﹤0.01%
2,958
+333
1363
$683K ﹤0.01%
32,814
+5,149
1364
$681K ﹤0.01%
4,512
+2,872
1365
$679K ﹤0.01%
27,020
+2,964
1366
$678K ﹤0.01%
8,715
-652
1367
$678K ﹤0.01%
23,929
-619
1368
$676K ﹤0.01%
22,491
+775
1369
$676K ﹤0.01%
19,107
+6,853
1370
$676K ﹤0.01%
+15,951
1371
$673K ﹤0.01%
1,605
+115
1372
$673K ﹤0.01%
41,959
-117
1373
$673K ﹤0.01%
13,436
+5,310
1374
$671K ﹤0.01%
75,696
+72,347
1375
$671K ﹤0.01%
11,102
-767
53 54
55
56 57