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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
2451
$61.6K ﹤0.01%
16,167
-484
2452
$61.4K ﹤0.01%
2,672
-12,062
2453
$61.3K ﹤0.01%
1,181
+19
2454
$61.1K ﹤0.01%
13,735
+12,435
2455
$61.1K ﹤0.01%
650
2456
$61.1K ﹤0.01%
1,697
+9
2457
$60.9K ﹤0.01%
1,785
-163
2458
$60.6K ﹤0.01%
4,940
-3,999
2459
$60.4K ﹤0.01%
6,672
-248
2460
$60.4K ﹤0.01%
+2,124
2461
$60.3K ﹤0.01%
130
-6
2462
$60.2K ﹤0.01%
2,600
2463
$60.1K ﹤0.01%
649
+272
2464
$59.9K ﹤0.01%
2,583
-24,304
2465
$59.8K ﹤0.01%
3,547
-1,287
2466
$59.3K ﹤0.01%
+1,535
2467
$58.9K ﹤0.01%
1,929
+230
2468
$58.8K ﹤0.01%
+14,544
2469
$58.7K ﹤0.01%
1,854
+106
2470
$58K ﹤0.01%
895
-7,146
2471
$57.9K ﹤0.01%
35,952
2472
$57.8K ﹤0.01%
1,390
-246
2473
$57.7K ﹤0.01%
2,875
-1,700
2474
$57.5K ﹤0.01%
1,028
-59
2475
$57.4K ﹤0.01%
1,451
97 98
99
100 101