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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
2126
$171K ﹤0.01%
15,781
2127
$171K ﹤0.01%
25,033
+1,473
2128
$170K ﹤0.01%
17,506
2129
$169K ﹤0.01%
7,098
+152
2130
$168K ﹤0.01%
80,365
+1,110
2131
$168K ﹤0.01%
+11,191
2132
$167K ﹤0.01%
3,055
2133
$167K ﹤0.01%
1,974
+65
2134
$167K ﹤0.01%
999
+44
2135
$166K ﹤0.01%
7,207
-79,751
2136
$166K ﹤0.01%
492
+8
2137
$166K ﹤0.01%
18,018
+10,045
2138
$166K ﹤0.01%
+28,541
2139
$165K ﹤0.01%
11,020
-700
2140
$165K ﹤0.01%
3,036
-3,765
2141
$164K ﹤0.01%
1,436
2142
$164K ﹤0.01%
10,748
+10,573
2143
$163K ﹤0.01%
+19,404
2144
$162K ﹤0.01%
1,454
-1,955
2145
$161K ﹤0.01%
6,316
-401
2146
$160K ﹤0.01%
+8,095
2147
$159K ﹤0.01%
2,801
+1,809
2148
$158K ﹤0.01%
+22,059
2149
$158K ﹤0.01%
61,179
+27,037
2150
$157K ﹤0.01%
28,074
+6,215
84 85
86
87 88