NA

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
1901
$289K ﹤0.01%
2,292
-1,554
1902
$287K ﹤0.01%
25,907
1903
$286K ﹤0.01%
48,552
+1,769
1904
$286K ﹤0.01%
8,461
+1,676
1905
$285K ﹤0.01%
858
-498
1906
$285K ﹤0.01%
5,398
+3,610
1907
$284K ﹤0.01%
4,942
-939
1908
$284K ﹤0.01%
18,547
-303
1909
$283K ﹤0.01%
5,142
-487
1910
$283K ﹤0.01%
+15,700
1911
$282K ﹤0.01%
145
+134
1912
$282K ﹤0.01%
8,781
-2,108
1913
$282K ﹤0.01%
9,042
+8,006
1914
$281K ﹤0.01%
3,709
+310
1915
$281K ﹤0.01%
18,619
+867
1916
$281K ﹤0.01%
14,759
+13,729
1917
$278K ﹤0.01%
9,938
-862
1918
$277K ﹤0.01%
9,451
+8,858
1919
$277K ﹤0.01%
5,123
1920
$276K ﹤0.01%
5,001
+3,832
1921
$275K ﹤0.01%
19,366
1922
$275K ﹤0.01%
9,373
-1,333
1923
$274K ﹤0.01%
+16,908
1924
$273K ﹤0.01%
2,916
-331
1925
$273K ﹤0.01%
2,386
+2,112
75 76
77
78 79