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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
1401
$642K ﹤0.01%
32,027
-47,145
1402
$640K ﹤0.01%
3,797
+2,436
1403
$639K ﹤0.01%
9,975
-1,649
1404
$638K ﹤0.01%
83,500
-4,100
1405
$637K ﹤0.01%
2,734
-864
1406
$633K ﹤0.01%
94,717
-10,600
1407
$631K ﹤0.01%
7,325
+2,944
1408
$628K ﹤0.01%
64,293
+1,246
1409
$627K ﹤0.01%
22,587
+5,415
1410
$625K ﹤0.01%
13,406
-173
1411
$624K ﹤0.01%
19,956
+5,224
1412
$623K ﹤0.01%
17,273
-302
1413
$623K ﹤0.01%
17,588
+7,423
1414
$622K ﹤0.01%
1,804
-450
1415
$622K ﹤0.01%
12,703
-96
1416
$619K ﹤0.01%
52,421
-5,000
1417
$616K ﹤0.01%
8,773
1418
$616K ﹤0.01%
8,584
+249
1419
$615K ﹤0.01%
21,041
+8,373
1420
$614K ﹤0.01%
5,684
-195
1421
$612K ﹤0.01%
22,518
+230
1422
$611K ﹤0.01%
21,498
-2,239
1423
$610K ﹤0.01%
21,953
-10,662
1424
$608K ﹤0.01%
23,816
-7,992
1425
$607K ﹤0.01%
6,745
+469
55 56
57
58 59