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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
1376
$670K ﹤0.01%
30,552
+28,351
1377
$670K ﹤0.01%
25,594
+13,793
1378
$669K ﹤0.01%
28,350
-11,914
1379
$669K ﹤0.01%
8,870
+102
1380
$667K ﹤0.01%
11,021
-2,186
1381
$667K ﹤0.01%
4,883
-169
1382
$665K ﹤0.01%
32,740
-859
1383
$665K ﹤0.01%
79,048
+6,908
1384
$663K ﹤0.01%
5,642
+313
1385
$662K ﹤0.01%
26,874
+23,645
1386
$660K ﹤0.01%
27,161
+194
1387
$660K ﹤0.01%
19,444
-934
1388
$659K ﹤0.01%
14,576
+2,814
1389
$659K ﹤0.01%
2,751
+2,457
1390
$659K ﹤0.01%
+10,617
1391
$658K ﹤0.01%
46,560
+70
1392
$658K ﹤0.01%
2,914
+62
1393
$656K ﹤0.01%
3,458
+179
1394
$655K ﹤0.01%
56,891
-2,935
1395
$651K ﹤0.01%
7,127
-27,704
1396
$650K ﹤0.01%
17,407
+309
1397
$648K ﹤0.01%
17,358
-1,005
1398
$646K ﹤0.01%
2,821
+80
1399
$644K ﹤0.01%
5,869
+1,347
1400
$644K ﹤0.01%
124,046
+112,141
54 55
56
57 58