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
1976
$248K ﹤0.01%
10,566
+10,237
1977
$248K ﹤0.01%
3,415
1978
$247K ﹤0.01%
58,204
+11,521
1979
$246K ﹤0.01%
19,481
-457
1980
$245K ﹤0.01%
18,401
-2,100
1981
$245K ﹤0.01%
3,190
-290
1982
$245K ﹤0.01%
18,476
+16,426
1983
$245K ﹤0.01%
6,590
+1,156
1984
$244K ﹤0.01%
4,538
+3,040
1985
$244K ﹤0.01%
711
-987
1986
$243K ﹤0.01%
3,043
+3,026
1987
$243K ﹤0.01%
+26,500
1988
$243K ﹤0.01%
4,431
-796
1989
$242K ﹤0.01%
2,265
+2,214
1990
$241K ﹤0.01%
829
-33
1991
$241K ﹤0.01%
4,103
-69
1992
$240K ﹤0.01%
14,753
-2,500
1993
$240K ﹤0.01%
4,983
-590
1994
$240K ﹤0.01%
24,526
-40,051
1995
$240K ﹤0.01%
6,559
-265
1996
$240K ﹤0.01%
15,772
+2,474
1997
$239K ﹤0.01%
7,160
+6,004
1998
$239K ﹤0.01%
32,802
+7,005
1999
$238K ﹤0.01%
28,212
+2,700
2000
$238K ﹤0.01%
1,265
+5
78 79
80
81 82