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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
1526
$519K ﹤0.01%
53,428
+4,303
1527
$518K ﹤0.01%
2,742
+85
1528
$518K ﹤0.01%
300
1529
$518K ﹤0.01%
10,185
-865
1530
$517K ﹤0.01%
3,338
-589
1531
$516K ﹤0.01%
9,156
+9,007
1532
$516K ﹤0.01%
24,953
-154
1533
$515K ﹤0.01%
2,977
+2,931
1534
$515K ﹤0.01%
24,079
-3,159
1535
$513K ﹤0.01%
4,918
-2,704
1536
$512K ﹤0.01%
144,735
+11,641
1537
$512K ﹤0.01%
11,362
-694
1538
$512K ﹤0.01%
7,454
-287
1539
$511K ﹤0.01%
19,229
1540
$510K ﹤0.01%
+20,153
1541
$510K ﹤0.01%
9,427
-4
1542
$509K ﹤0.01%
4,970
-468
1543
$508K ﹤0.01%
6,835
-2,356
1544
$508K ﹤0.01%
75,225
-8,240
1545
$506K ﹤0.01%
3,853
-183
1546
$505K ﹤0.01%
23,262
-7,059
1547
$504K ﹤0.01%
52,000
-4,733
1548
$504K ﹤0.01%
98,200
-7,900
1549
$503K ﹤0.01%
10,751
+3,226
1550
$503K ﹤0.01%
13,502
-5,194
60 61
62
63 64