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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
2426
$64.3K ﹤0.01%
367
+29
2427
$64.3K ﹤0.01%
481
-1,793
2428
$64.1K ﹤0.01%
695
-14
2429
$64K ﹤0.01%
558
2430
$63.9K ﹤0.01%
1,240
-455
2431
$63.7K ﹤0.01%
3,772
+636
2432
$63.6K ﹤0.01%
1,820
2433
$63.6K ﹤0.01%
7,083
+89
2434
$63.5K ﹤0.01%
5,000
2435
$63.5K ﹤0.01%
+2,479
2436
$63.4K ﹤0.01%
747
2437
$63.3K ﹤0.01%
423
-8
2438
$63.3K ﹤0.01%
928
+704
2439
$62.9K ﹤0.01%
1,512
-410
2440
$62.9K ﹤0.01%
+475
2441
$62.9K ﹤0.01%
900
+850
2442
$62.7K ﹤0.01%
405
2443
$62.6K ﹤0.01%
13,727
-2,457
2444
$62.5K ﹤0.01%
936
+94
2445
$62.5K ﹤0.01%
4,780
+610
2446
$62.1K ﹤0.01%
+950
2447
$62K ﹤0.01%
15,500
2448
$62K ﹤0.01%
199
-120
2449
$61.6K ﹤0.01%
2,046
+465
2450
$61.6K ﹤0.01%
3,646
+17
96 97
98
99 100