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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
1876
$302K ﹤0.01%
6,475
-265
1877
$302K ﹤0.01%
15,030
-935
1878
$301K ﹤0.01%
24,984
+1,009
1879
$300K ﹤0.01%
+2,500
1880
$300K ﹤0.01%
15,822
+3,236
1881
$300K ﹤0.01%
4,585
-1,943
1882
$298K ﹤0.01%
22,979
+2,795
1883
$298K ﹤0.01%
22,715
-1,201
1884
$297K ﹤0.01%
7,458
+1,614
1885
$297K ﹤0.01%
28,226
+1,522
1886
$296K ﹤0.01%
10,750
-16,250
1887
$296K ﹤0.01%
6,054
-3,970
1888
$296K ﹤0.01%
6,782
+394
1889
$296K ﹤0.01%
23,202
+800
1890
$295K ﹤0.01%
+11,957
1891
$295K ﹤0.01%
6,875
1892
$294K ﹤0.01%
2,833
+2,776
1893
$294K ﹤0.01%
74,835
-5,500
1894
$293K ﹤0.01%
31,900
-3,300
1895
$292K ﹤0.01%
14,409
+1,371
1896
$292K ﹤0.01%
7,420
+1,622
1897
$292K ﹤0.01%
12,659
-1,286
1898
$291K ﹤0.01%
6,503
-1,063
1899
$291K ﹤0.01%
12,801
+2,421
1900
$290K ﹤0.01%
9,126
+25
74 75
76
77 78