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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
2351
$80K ﹤0.01%
3,646
-4
2352
$80K ﹤0.01%
4,650
+1,462
2353
$79.9K ﹤0.01%
4,384
2354
$79.4K ﹤0.01%
5,342
+98
2355
$79.4K ﹤0.01%
2,738
-147
2356
$78.8K ﹤0.01%
4,000
+3,000
2357
$78.8K ﹤0.01%
317
2358
$78K ﹤0.01%
10,575
2359
$77.8K ﹤0.01%
4,640
+1,040
2360
$77.8K ﹤0.01%
1,494
+124
2361
$77.6K ﹤0.01%
1,527
-535
2362
$77.6K ﹤0.01%
2,774
-83
2363
$77.3K ﹤0.01%
21,410
+1,369
2364
$77.2K ﹤0.01%
1,130
-128
2365
$76.9K ﹤0.01%
10,642
-4,098
2366
$76.6K ﹤0.01%
6,921
+17
2367
$76.5K ﹤0.01%
+2,950
2368
$76.2K ﹤0.01%
+19,300
2369
$76.2K ﹤0.01%
1,113
2370
$75.9K ﹤0.01%
1,022
-27
2371
$75.8K ﹤0.01%
2,383
-17,287
2372
$75.5K ﹤0.01%
520
-4
2373
$75.4K ﹤0.01%
470
2374
$74.9K ﹤0.01%
9,810
+5,775
2375
$74.7K ﹤0.01%
1,734
93 94
95
96 97