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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
1476
$559K ﹤0.01%
49,475
+7,178
1477
$558K ﹤0.01%
23,831
+438
1478
$557K ﹤0.01%
39,835
-2,179
1479
$557K ﹤0.01%
16,946
+2,206
1480
$557K ﹤0.01%
41,622
+1,885
1481
$555K ﹤0.01%
5,598
+291
1482
$554K ﹤0.01%
6,363
+4,160
1483
$554K ﹤0.01%
9,868
-12,058
1484
$554K ﹤0.01%
1,407
+118
1485
$554K ﹤0.01%
12,501
+1,833
1486
$553K ﹤0.01%
4,767
+2,097
1487
$552K ﹤0.01%
+20,031
1488
$551K ﹤0.01%
22,452
+318
1489
$551K ﹤0.01%
50,300
-2,900
1490
$551K ﹤0.01%
36,356
+9,214
1491
$551K ﹤0.01%
49,902
+9,082
1492
$551K ﹤0.01%
2,842
+2,359
1493
$549K ﹤0.01%
16,508
-3,720
1494
$547K ﹤0.01%
8,947
+4,074
1495
$547K ﹤0.01%
17,675
+4,787
1496
$546K ﹤0.01%
2,015
-13
1497
$546K ﹤0.01%
14,388
+880
1498
$544K ﹤0.01%
44,194
-4,800
1499
$543K ﹤0.01%
5,258
+4,691
1500
$543K ﹤0.01%
46,018
+3,358
58 59
60
61 62