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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
2076
$207K ﹤0.01%
21,982
-7,508
2077
$207K ﹤0.01%
+47,331
2078
$206K ﹤0.01%
7,761
+7,666
2079
$206K ﹤0.01%
+3,899
2080
$206K ﹤0.01%
4,755
+4,710
2081
$205K ﹤0.01%
3,987
-337
2082
$204K ﹤0.01%
4,247
-1,085
2083
$203K ﹤0.01%
19,613
+6,320
2084
$203K ﹤0.01%
170
-5
2085
$202K ﹤0.01%
+16,082
2086
$202K ﹤0.01%
4,586
-282
2087
$202K ﹤0.01%
11,227
-5,128
2088
$201K ﹤0.01%
15,809
+1,003
2089
$199K ﹤0.01%
18,990
-2,144
2090
$197K ﹤0.01%
20,060
-717
2091
$197K ﹤0.01%
8,536
+5,041
2092
$194K ﹤0.01%
132,957
-7,150
2093
$194K ﹤0.01%
8,804
-727
2094
$192K ﹤0.01%
1,222
-120
2095
$192K ﹤0.01%
11,370
-2,642
2096
$191K ﹤0.01%
454
2097
$191K ﹤0.01%
16,800
-2,300
2098
$191K ﹤0.01%
15,315
2099
$189K ﹤0.01%
+10,198
2100
$189K ﹤0.01%
47,749
-198
82 83
84
85 86