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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.4B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,203
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$53M
3
+$40.1M
4
SNX icon
TD Synnex
SNX
+$37.7M
5
T icon
AT&T
T
+$37M

Top Sells

1
+$127M
2
+$95.2M
3
+$37M
4
ORCL icon
Oracle
ORCL
+$36.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.3M

Sector Composition

1 Technology 14.96%
2 Financials 7.01%
3 Consumer Discretionary 4.43%
4 Healthcare 3.73%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$75.2K ﹤0.01%
3,558
+12
2527
$75.1K ﹤0.01%
540
-8
2528
$74.9K ﹤0.01%
2,211
2529
$74.9K ﹤0.01%
3,005
+24
2530
$74.8K ﹤0.01%
2,459
-3,952
2531
$74.5K ﹤0.01%
+863
2532
$74.3K ﹤0.01%
12,547
-2,190
2533
$74.2K ﹤0.01%
+15,819
2534
$74K ﹤0.01%
922
-246
2535
$73.8K ﹤0.01%
+18,551
2536
$73.8K ﹤0.01%
1,815
+4
2537
$73.6K ﹤0.01%
13,031
+12,963
2538
$73.5K ﹤0.01%
+21,504
2539
$73.4K ﹤0.01%
390
2540
$73.4K ﹤0.01%
2,786
+32
2541
$73.3K ﹤0.01%
2,010
+1,419
2542
$73K ﹤0.01%
4,511
+1,118
2543
$72.8K ﹤0.01%
511
2544
$72.7K ﹤0.01%
10,478
-5,071
2545
$72.7K ﹤0.01%
656
+2
2546
$72.6K ﹤0.01%
586
+100
2547
$72.5K ﹤0.01%
1,394
-98
2548
$72.3K ﹤0.01%
1,750
2549
$72K ﹤0.01%
1,111
2550
$72K ﹤0.01%
393
+9
100 101
102
103 104