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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
1926
$273K ﹤0.01%
17,307
-20
1927
$273K ﹤0.01%
32,238
+12,253
1928
$271K ﹤0.01%
3,345
1929
$271K ﹤0.01%
27,794
-1,650
1930
$271K ﹤0.01%
2,201
+25
1931
$271K ﹤0.01%
17,419
-2,415
1932
$270K ﹤0.01%
14,771
-908
1933
$270K ﹤0.01%
16,723
1934
$270K ﹤0.01%
947
+83
1935
$270K ﹤0.01%
8,598
-944
1936
$269K ﹤0.01%
24,974
-6,188
1937
$268K ﹤0.01%
25,826
+2,039
1938
$268K ﹤0.01%
2,065
+1,898
1939
$268K ﹤0.01%
2,526
+160
1940
$267K ﹤0.01%
10,626
1941
$267K ﹤0.01%
4,641
+91
1942
$266K ﹤0.01%
13,473
-311
1943
$266K ﹤0.01%
26,553
-8,242
1944
$265K ﹤0.01%
+2,644
1945
$264K ﹤0.01%
8,583
+2,045
1946
$264K ﹤0.01%
+22,254
1947
$264K ﹤0.01%
1,339
+47
1948
$264K ﹤0.01%
10,007
+9,565
1949
$263K ﹤0.01%
70,197
-7,037
1950
$262K ﹤0.01%
6,233
+7
76 77
78
79 80