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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
1601
$466K ﹤0.01%
3,118
-2,461
1602
$466K ﹤0.01%
4,019
+112
1603
$466K ﹤0.01%
2,596
-1,483
1604
$465K ﹤0.01%
12,223
-804
1605
$465K ﹤0.01%
6,990
+6,690
1606
$463K ﹤0.01%
8,024
+328
1607
$462K ﹤0.01%
3,943
+23
1608
$461K ﹤0.01%
31,031
-175
1609
$460K ﹤0.01%
27,159
+2,206
1610
$460K ﹤0.01%
5,566
+4,757
1611
$460K ﹤0.01%
16,206
+1,179
1612
$460K ﹤0.01%
+3,601
1613
$459K ﹤0.01%
49,614
-1,552
1614
$458K ﹤0.01%
+6,470
1615
$458K ﹤0.01%
+13,332
1616
$456K ﹤0.01%
14,925
+330
1617
$453K ﹤0.01%
3,275
-9,485
1618
$453K ﹤0.01%
3,325
+462
1619
$451K ﹤0.01%
9,039
+2,109
1620
$449K ﹤0.01%
1,819
+37
1621
$448K ﹤0.01%
11,092
-2,877
1622
$448K ﹤0.01%
44,295
+7,922
1623
$447K ﹤0.01%
3,244
+1,040
1624
$447K ﹤0.01%
8,052
+1,404
1625
$447K ﹤0.01%
11,300
+300
63 64
65
66 67