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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
2276
$101K ﹤0.01%
1,894
2277
$100K ﹤0.01%
40,375
+15,175
2278
$100K ﹤0.01%
18,390
+4,884
2279
$99.8K ﹤0.01%
219
-14
2280
$99.2K ﹤0.01%
2,716
+543
2281
$98.8K ﹤0.01%
1,198
-486
2282
$98.7K ﹤0.01%
18,200
-2,300
2283
$98.2K ﹤0.01%
+14,542
2284
$98.1K ﹤0.01%
4,092
-1,327
2285
$98K ﹤0.01%
3,033
2286
$97.9K ﹤0.01%
1,382
+415
2287
$97.8K ﹤0.01%
4,750
-2,540
2288
$96.8K ﹤0.01%
1,133
2289
$96.7K ﹤0.01%
524
-122
2290
$96.7K ﹤0.01%
2,366
+153
2291
$96K ﹤0.01%
1,983
2292
$95.7K ﹤0.01%
859
+52
2293
$95.6K ﹤0.01%
2,811
+33
2294
$95.4K ﹤0.01%
1,378
-372
2295
$95K ﹤0.01%
553
2296
$94.9K ﹤0.01%
2,328
-102
2297
$94.9K ﹤0.01%
7,755
+33
2298
$94.8K ﹤0.01%
29,725
2299
$94.4K ﹤0.01%
2,318
+1,683
2300
$94.3K ﹤0.01%
1,773
+35
90 91
92
93 94