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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
1626
$447K ﹤0.01%
8,196
+485
1627
$446K ﹤0.01%
+13,030
1628
$444K ﹤0.01%
42,026
-7,500
1629
$444K ﹤0.01%
9,600
-8,200
1630
$443K ﹤0.01%
8,190
+4,030
1631
$442K ﹤0.01%
14,951
+3,517
1632
$442K ﹤0.01%
32,505
+10,263
1633
$442K ﹤0.01%
+6,928
1634
$441K ﹤0.01%
4,461
-181
1635
$440K ﹤0.01%
1,248
+103
1636
$439K ﹤0.01%
6,014
+326
1637
$438K ﹤0.01%
17,323
-3,575
1638
$438K ﹤0.01%
10,198
+4,337
1639
$438K ﹤0.01%
30,081
+1,391
1640
$437K ﹤0.01%
2,422
-492
1641
$436K ﹤0.01%
8,544
-243
1642
$436K ﹤0.01%
8,416
+865
1643
$434K ﹤0.01%
31,095
+5
1644
$433K ﹤0.01%
3,840
+695
1645
$433K ﹤0.01%
22,534
+608
1646
$432K ﹤0.01%
4,345
+4,091
1647
$432K ﹤0.01%
27,161
+1,596
1648
$431K ﹤0.01%
42,464
-6,667
1649
$430K ﹤0.01%
4,411
+829
1650
$430K ﹤0.01%
+39,280
64 65
66
67 68