NA

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
$2.88B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16M
3
+$15.6M
4
TSM icon
TSMC
TSM
+$15.4M
5
MCD icon
McDonald's
MCD
+$15M

Top Sells

1
+$17M
2
+$15.9M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$15.5M
5
CME icon
CME Group
CME
+$12.7M

Sector Composition

1 Technology 14.71%
2 Healthcare 8.24%
3 Consumer Discretionary 6.83%
4 Consumer Staples 5.37%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.24M 0.08%
11,723
+1,865
227
$2.22M 0.08%
7,131
+3,000
228
$2.21M 0.08%
9,954
-3,347
229
$2.2M 0.08%
10,017
+2,900
230
$2.19M 0.08%
7,776
+2,650
231
$2.18M 0.08%
42,233
-3,959
232
$2.17M 0.08%
27,513
+11,802
233
$2.17M 0.08%
21,245
+13,567
234
$2.17M 0.08%
19,586
+6,914
235
$2.16M 0.08%
23,139
-1,355
236
$2.16M 0.08%
18,605
+3,194
237
$2.15M 0.07%
41,662
-6,288
238
$2.11M 0.07%
18,837
-109
239
$2.09M 0.07%
38,579
-3,326
240
$2.08M 0.07%
23,461
-1,754
241
$2.06M 0.07%
40,440
+200
242
$2.06M 0.07%
37,594
+18,512
243
$2.04M 0.07%
+51,888
244
$1.99M 0.07%
21,742
-55,590
245
$1.99M 0.07%
18,329
+14,079
246
$1.97M 0.07%
17,539
+3,496
247
$1.97M 0.07%
33,145
+807
248
$1.95M 0.07%
13,307
+3,331
249
$1.95M 0.07%
30,787
+3,642
250
$1.94M 0.07%
16,979
-14,142
8 9
10
11 12