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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
1726
$381K ﹤0.01%
12,774
+1,089
1727
$381K ﹤0.01%
3,055
-22
1728
$381K ﹤0.01%
46,806
+1,944
1729
$381K ﹤0.01%
149,407
-2,669
1730
$381K ﹤0.01%
11,861
-970
1731
$381K ﹤0.01%
3,766
-1,389
1732
$380K ﹤0.01%
9,085
-3,245
1733
$380K ﹤0.01%
5,330
-100
1734
$380K ﹤0.01%
1,554
-168
1735
$380K ﹤0.01%
6,475
+232
1736
$379K ﹤0.01%
5,513
-3,410
1737
$377K ﹤0.01%
11,490
+11,489
1738
$376K ﹤0.01%
2,797
+2,443
1739
$375K ﹤0.01%
79,447
+64,370
1740
$375K ﹤0.01%
5,566
-176
1741
$375K ﹤0.01%
40,162
-5,541
1742
$374K ﹤0.01%
29,878
-4,428
1743
$374K ﹤0.01%
4,404
+184
1744
$374K ﹤0.01%
6,159
-482
1745
$372K ﹤0.01%
9,691
-380
1746
$370K ﹤0.01%
34,521
+161
1747
$370K ﹤0.01%
4,328
+382
1748
$370K ﹤0.01%
7,826
+25
1749
$369K ﹤0.01%
2,006
-48
1750
$369K ﹤0.01%
47,437
-3,400
68 69
70
71 72