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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
1451
$580K ﹤0.01%
11,503
1452
$580K ﹤0.01%
4,051
+293
1453
$579K ﹤0.01%
10,005
+781
1454
$575K ﹤0.01%
17,595
1455
$574K ﹤0.01%
44,696
-2,275
1456
$574K ﹤0.01%
14,410
+1,525
1457
$573K ﹤0.01%
87,700
-3,200
1458
$573K ﹤0.01%
7,072
+8
1459
$572K ﹤0.01%
19,727
-14,023
1460
$572K ﹤0.01%
6,001
-667
1461
$571K ﹤0.01%
10,439
+4,161
1462
$570K ﹤0.01%
75,000
1463
$569K ﹤0.01%
5,649
-1
1464
$568K ﹤0.01%
22,392
+5,493
1465
$567K ﹤0.01%
9,693
+1,074
1466
$567K ﹤0.01%
13,261
+268
1467
$566K ﹤0.01%
+22,268
1468
$565K ﹤0.01%
19,427
+1,412
1469
$564K ﹤0.01%
67,022
+3,371
1470
$564K ﹤0.01%
6,238
+5,832
1471
$562K ﹤0.01%
28,209
+6,694
1472
$562K ﹤0.01%
34,753
+5,621
1473
$561K ﹤0.01%
9,786
+2,340
1474
$561K ﹤0.01%
122,924
+12,649
1475
$560K ﹤0.01%
6,856
+521
57 58
59
60 61