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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
1751
$368K ﹤0.01%
879
+15
1752
$368K ﹤0.01%
30,364
-745
1753
$367K ﹤0.01%
1,542
+97
1754
$366K ﹤0.01%
5,413
-3,003
1755
$366K ﹤0.01%
3,324
+2,198
1756
$365K ﹤0.01%
9,883
+430
1757
$364K ﹤0.01%
5,534
+2,097
1758
$364K ﹤0.01%
10,097
+551
1759
$364K ﹤0.01%
43,955
-15,250
1760
$364K ﹤0.01%
942
+63
1761
$364K ﹤0.01%
2,379
-22
1762
$362K ﹤0.01%
3,370
+411
1763
$362K ﹤0.01%
27,233
+15,218
1764
$361K ﹤0.01%
12,346
+10,905
1765
$361K ﹤0.01%
19,163
+6,663
1766
$359K ﹤0.01%
48,791
+3,188
1767
$359K ﹤0.01%
1,480
+475
1768
$359K ﹤0.01%
2,860
1769
$359K ﹤0.01%
+10,213
1770
$358K ﹤0.01%
7,434
+1,533
1771
$357K ﹤0.01%
47,694
-5,600
1772
$357K ﹤0.01%
30,606
+1,056
1773
$357K ﹤0.01%
9,935
1774
$356K ﹤0.01%
2,297
-4,076
1775
$355K ﹤0.01%
6,809
+334
69 70
71
72 73