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
2176
$142K ﹤0.01%
12,760
+1,925
2177
$142K ﹤0.01%
6,171
+1,251
2178
$142K ﹤0.01%
9,823
-3,255
2179
$141K ﹤0.01%
8,877
+17
2180
$140K ﹤0.01%
44,591
+42,692
2181
$140K ﹤0.01%
18,328
+831
2182
$138K ﹤0.01%
+5,771
2183
$137K ﹤0.01%
4,287
+4
2184
$136K ﹤0.01%
2,347
+122
2185
$136K ﹤0.01%
11,106
-10,327
2186
$135K ﹤0.01%
4,104
2187
$134K ﹤0.01%
20,177
-2,500
2188
$134K ﹤0.01%
+13,106
2189
$134K ﹤0.01%
5,799
+500
2190
$133K ﹤0.01%
43,937
+27,448
2191
$132K ﹤0.01%
22,787
-691
2192
$132K ﹤0.01%
306
2193
$132K ﹤0.01%
16,602
+1,000
2194
$132K ﹤0.01%
5,968
+876
2195
$132K ﹤0.01%
4,428
-434
2196
$131K ﹤0.01%
12,847
+12,807
2197
$131K ﹤0.01%
8,594
+2,594
2198
$131K ﹤0.01%
666
+4
2199
$131K ﹤0.01%
15,632
+1,953
2200
$130K ﹤0.01%
1,669
+100
86 87
88
89 90