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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
1651
$429K ﹤0.01%
7,553
-337
1652
$428K ﹤0.01%
2,705
+1,398
1653
$427K ﹤0.01%
2,280
+35
1654
$427K ﹤0.01%
6,057
+485
1655
$426K ﹤0.01%
74,908
-8,015
1656
$426K ﹤0.01%
4,597
+282
1657
$425K ﹤0.01%
3,196
+2,945
1658
$422K ﹤0.01%
10,519
+2,482
1659
$420K ﹤0.01%
+48,000
1660
$419K ﹤0.01%
6,068
+823
1661
$419K ﹤0.01%
5,538
1662
$418K ﹤0.01%
27,787
-16
1663
$417K ﹤0.01%
2,017
-46
1664
$417K ﹤0.01%
+19,129
1665
$417K ﹤0.01%
1,548
+910
1666
$416K ﹤0.01%
47,168
+639
1667
$416K ﹤0.01%
4,791
+682
1668
$416K ﹤0.01%
8,372
+2,768
1669
$416K ﹤0.01%
4,482
-17,096
1670
$414K ﹤0.01%
26,740
-1,500
1671
$414K ﹤0.01%
9,030
+299
1672
$412K ﹤0.01%
8,227
+912
1673
$411K ﹤0.01%
51,400
-6,200
1674
$409K ﹤0.01%
3,976
-1,181
1675
$408K ﹤0.01%
18,868
-3,061
65 66
67
68 69