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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
2776
$34.1K ﹤0.01%
1,383
2777
$34K ﹤0.01%
900
2778
$33.9K ﹤0.01%
3,901
-270
2779
$33.8K ﹤0.01%
1,224
2780
$33.7K ﹤0.01%
1,869
-3,088
2781
$33.7K ﹤0.01%
+24,217
2782
$33.5K ﹤0.01%
377
+7
2783
$33.5K ﹤0.01%
1,685
-385
2784
$33.5K ﹤0.01%
131
2785
$33.5K ﹤0.01%
2,263
2786
$33.4K ﹤0.01%
1,544
+732
2787
$33.1K ﹤0.01%
+10,040
2788
$32.9K ﹤0.01%
1,004
2789
$32.9K ﹤0.01%
1,500
-150
2790
$32.9K ﹤0.01%
10,022
2791
$32.6K ﹤0.01%
466
2792
$32.5K ﹤0.01%
559
+1
2793
$32.3K ﹤0.01%
+1,163
2794
$32.3K ﹤0.01%
833
2795
$32.2K ﹤0.01%
583
-99
2796
$32.2K ﹤0.01%
1,602
+1
2797
$32.1K ﹤0.01%
+1,500
2798
$31.9K ﹤0.01%
1,411
2799
$31.9K ﹤0.01%
2,500
2800
$31.8K ﹤0.01%
2,011
+2
110 111
112
113 114