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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
1426
$604K ﹤0.01%
3,585
+3,224
1427
$603K ﹤0.01%
18,895
+3,027
1428
$603K ﹤0.01%
5,438
+615
1429
$602K ﹤0.01%
24,161
+2,724
1430
$601K ﹤0.01%
195,800
-17,100
1431
$600K ﹤0.01%
62,266
-238
1432
$599K ﹤0.01%
80,469
-429
1433
$599K ﹤0.01%
11,768
+5,210
1434
$593K ﹤0.01%
7,320
+164
1435
$592K ﹤0.01%
4,189
+4,146
1436
$592K ﹤0.01%
12,370
+1,074
1437
$591K ﹤0.01%
7,276
-777
1438
$589K ﹤0.01%
36,548
+5,095
1439
$588K ﹤0.01%
68,869
-6,366
1440
$588K ﹤0.01%
+13,609
1441
$587K ﹤0.01%
18,942
-490
1442
$586K ﹤0.01%
6,574
+1,857
1443
$586K ﹤0.01%
+4,413
1444
$586K ﹤0.01%
+19,604
1445
$585K ﹤0.01%
32,509
+3,679
1446
$584K ﹤0.01%
20,038
+460
1447
$584K ﹤0.01%
7,420
-7,471
1448
$583K ﹤0.01%
20,373
-150
1449
$581K ﹤0.01%
60,949
+27,163
1450
$580K ﹤0.01%
525
+194
56 57
58
59 60