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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
2401
$68.7K ﹤0.01%
1,513
-30
2402
$68.7K ﹤0.01%
5,506
2403
$68.4K ﹤0.01%
3,336
+3,136
2404
$68.3K ﹤0.01%
1,079
-10,807
2405
$68.3K ﹤0.01%
212
+31
2406
$68.2K ﹤0.01%
1,213
+88
2407
$68.1K ﹤0.01%
1,750
2408
$68K ﹤0.01%
18,572
+556
2409
$67.8K ﹤0.01%
10,135
-1,435
2410
$67.5K ﹤0.01%
2,664
-300
2411
$67.2K ﹤0.01%
699
+1
2412
$67.1K ﹤0.01%
1,336
2413
$67K ﹤0.01%
5,132
2414
$67K ﹤0.01%
1,795
2415
$66.5K ﹤0.01%
319
-234
2416
$65.8K ﹤0.01%
600
2417
$65.7K ﹤0.01%
802
2418
$65.6K ﹤0.01%
2,189
-327
2419
$65.5K ﹤0.01%
1,820
2420
$65.5K ﹤0.01%
17,696
+17,693
2421
$65.2K ﹤0.01%
1,300
2422
$65K ﹤0.01%
+580
2423
$64.9K ﹤0.01%
5,768
-65
2424
$64.6K ﹤0.01%
989
-55
2425
$64.4K ﹤0.01%
497
+50
95 96
97
98 99