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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
2301
$93.5K ﹤0.01%
1,962
+101
2302
$93.3K ﹤0.01%
1,194
2303
$92.1K ﹤0.01%
1,571
2304
$92K ﹤0.01%
988
2305
$91.9K ﹤0.01%
19,113
2306
$91.8K ﹤0.01%
5,156
-8,291
2307
$91.5K ﹤0.01%
2,239
-4,620
2308
$90.9K ﹤0.01%
599
-65
2309
$90.5K ﹤0.01%
20,295
+1,004
2310
$90.4K ﹤0.01%
11,756
2311
$89.5K ﹤0.01%
3,846
+1,217
2312
$89.4K ﹤0.01%
539
+54
2313
$89K ﹤0.01%
14,728
-89
2314
$88.8K ﹤0.01%
22,485
-17,715
2315
$88.5K ﹤0.01%
6,519
+88
2316
$88.5K ﹤0.01%
3,390
-910
2317
$88K ﹤0.01%
580
2318
$87.2K ﹤0.01%
984
2319
$87.2K ﹤0.01%
4,837
+60
2320
$87.2K ﹤0.01%
1,500
2321
$86.8K ﹤0.01%
2,241
+10
2322
$86.5K ﹤0.01%
3,162
-408
2323
$86.1K ﹤0.01%
3,910
+3,352
2324
$86.1K ﹤0.01%
15,238
-2,005
2325
$85.7K ﹤0.01%
12,624
+10,000
91 92
93
94 95