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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
1551
$500K ﹤0.01%
9,417
+1,388
1552
$499K ﹤0.01%
23,307
+170
1553
$499K ﹤0.01%
18,379
+15,157
1554
$498K ﹤0.01%
5,400
+281
1555
$498K ﹤0.01%
4,713
+1,983
1556
$498K ﹤0.01%
13,039
-1,589
1557
$497K ﹤0.01%
7,943
-230
1558
$496K ﹤0.01%
7,623
+711
1559
$495K ﹤0.01%
6,174
+811
1560
$495K ﹤0.01%
12,455
1561
$495K ﹤0.01%
17,060
-1,450
1562
$494K ﹤0.01%
63,744
-2,687
1563
$493K ﹤0.01%
9,479
-1,256
1564
$493K ﹤0.01%
10,324
+2,018
1565
$493K ﹤0.01%
11,257
+363
1566
$491K ﹤0.01%
42,656
+3,693
1567
$490K ﹤0.01%
28,484
+3,551
1568
$489K ﹤0.01%
17,377
+726
1569
$489K ﹤0.01%
4,802
+443
1570
$489K ﹤0.01%
5,909
+1,166
1571
$488K ﹤0.01%
10,494
+690
1572
$488K ﹤0.01%
46,689
+1,507
1573
$488K ﹤0.01%
14,379
-2,224
1574
$488K ﹤0.01%
33,973
-4,776
1575
$488K ﹤0.01%
6,904
+1,957
61 62
63
64 65