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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
1576
$487K ﹤0.01%
4,967
-47
1577
$487K ﹤0.01%
2,128
-1,931
1578
$484K ﹤0.01%
8,901
+2,764
1579
$484K ﹤0.01%
20,021
+9,105
1580
$481K ﹤0.01%
8,397
-184
1581
$481K ﹤0.01%
3,148
-9
1582
$481K ﹤0.01%
22,958
+1,874
1583
$481K ﹤0.01%
35,130
-2,200
1584
$480K ﹤0.01%
48,928
+1,470
1585
$479K ﹤0.01%
5,711
+3,820
1586
$479K ﹤0.01%
33,238
-6,425
1587
$475K ﹤0.01%
2,583
-352
1588
$475K ﹤0.01%
7,722
+540
1589
$473K ﹤0.01%
7,686
+1,002
1590
$472K ﹤0.01%
13,676
-1,058
1591
$471K ﹤0.01%
9,823
-1,060
1592
$469K ﹤0.01%
29,650
+14,200
1593
$469K ﹤0.01%
3,245
1594
$468K ﹤0.01%
9,278
+4,327
1595
$468K ﹤0.01%
8,164
+177
1596
$468K ﹤0.01%
19,011
+16,864
1597
$468K ﹤0.01%
6,048
+1,245
1598
$467K ﹤0.01%
10,306
-589
1599
$467K ﹤0.01%
9,686
+3,393
1600
$467K ﹤0.01%
2,225
-444
62 63
64
65 66