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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
1701
$395K ﹤0.01%
18,867
+10,541
1702
$394K ﹤0.01%
110,700
-3,000
1703
$393K ﹤0.01%
5,199
-3,489
1704
$393K ﹤0.01%
7,807
+100
1705
$393K ﹤0.01%
5,243
-603
1706
$392K ﹤0.01%
10,845
+41
1707
$392K ﹤0.01%
17,816
-241
1708
$392K ﹤0.01%
35,900
-2,800
1709
$391K ﹤0.01%
16,322
-123
1710
$391K ﹤0.01%
14,288
+1,401
1711
$390K ﹤0.01%
2,164
+179
1712
$390K ﹤0.01%
2,935
+13
1713
$390K ﹤0.01%
4,038
+1,209
1714
$390K ﹤0.01%
+8,368
1715
$389K ﹤0.01%
3,427
+336
1716
$387K ﹤0.01%
5,698
+874
1717
$387K ﹤0.01%
7,928
-6,274
1718
$387K ﹤0.01%
21,621
-4,992
1719
$386K ﹤0.01%
8,876
+8,840
1720
$386K ﹤0.01%
+101,000
1721
$385K ﹤0.01%
30,916
+4,338
1722
$384K ﹤0.01%
11,077
+3,750
1723
$383K ﹤0.01%
41,145
-1,200
1724
$382K ﹤0.01%
10,107
1725
$381K ﹤0.01%
4,566
+470
67 68
69
70 71