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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
2326
$85.6K ﹤0.01%
1,486
-366
2327
$85.4K ﹤0.01%
11,139
-359
2328
$85.1K ﹤0.01%
2,204
+674
2329
$84.9K ﹤0.01%
3,604
-2,716
2330
$84.6K ﹤0.01%
13,000
+12,500
2331
$84.3K ﹤0.01%
3,595
+943
2332
$84.1K ﹤0.01%
+5,000
2333
$84.1K ﹤0.01%
37,371
+37,364
2334
$84.1K ﹤0.01%
3,518
+408
2335
$84.1K ﹤0.01%
1,800
-27
2336
$84K ﹤0.01%
4,238
-1,665
2337
$83.9K ﹤0.01%
1,191
-274
2338
$83.8K ﹤0.01%
935
2339
$83.8K ﹤0.01%
1,429
-3,250
2340
$83.4K ﹤0.01%
2,947
-93
2341
$83.2K ﹤0.01%
+1,201
2342
$83.2K ﹤0.01%
2,068
+1,076
2343
$83.1K ﹤0.01%
15,600
2344
$83K ﹤0.01%
2,834
-434
2345
$82.7K ﹤0.01%
3,200
+25
2346
$81.9K ﹤0.01%
+11,200
2347
$81.6K ﹤0.01%
558
2348
$81.3K ﹤0.01%
1,046
-112
2349
$80.6K ﹤0.01%
2,927
-332
2350
$80.4K ﹤0.01%
854
92 93
94
95 96