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
$15.4B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,006
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.7%
2 Financials 6%
3 Healthcare 4.68%
4 Consumer Discretionary 4.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$25.4K ﹤0.01%
1,271
-201
2652
$25.2K ﹤0.01%
533
2653
$25.2K ﹤0.01%
+1,546
2654
$25.1K ﹤0.01%
14,270
-4,293
2655
$25K ﹤0.01%
1,075
+575
2656
$25K ﹤0.01%
379
-400
2657
$25K ﹤0.01%
262
2658
$24.8K ﹤0.01%
2,067
2659
$24.7K ﹤0.01%
77
2660
$24.5K ﹤0.01%
870
+500
2661
$24.4K ﹤0.01%
1,062
+277
2662
$24.3K ﹤0.01%
12,400
+700
2663
$24.2K ﹤0.01%
+485
2664
$24.2K ﹤0.01%
535
-20
2665
$24.1K ﹤0.01%
818
-3
2666
$24.1K ﹤0.01%
299
2667
$24K ﹤0.01%
473
-4,292
2668
$23.9K ﹤0.01%
13,000
2669
$23.9K ﹤0.01%
2,861
2670
$23.8K ﹤0.01%
330
+288
2671
$23.7K ﹤0.01%
+2,000
2672
$23.7K ﹤0.01%
600
2673
$23.5K ﹤0.01%
750
2674
$23.5K ﹤0.01%
+500
2675
$23.5K ﹤0.01%
700