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
2801
$15.1K ﹤0.01%
150
2802
$15.1K ﹤0.01%
376
2803
$15.1K ﹤0.01%
216
2804
$15.1K ﹤0.01%
391
+130
2805
$15K ﹤0.01%
35
2806
$15K ﹤0.01%
749
2807
$14.9K ﹤0.01%
356
2808
$14.9K ﹤0.01%
223
-6,002
2809
$14.9K ﹤0.01%
90
-135
2810
$14.9K ﹤0.01%
310
+18
2811
$14.9K ﹤0.01%
112
-44
2812
$14.9K ﹤0.01%
788
-211
2813
$14.9K ﹤0.01%
70
2814
$14.8K ﹤0.01%
+68
2815
$14.8K ﹤0.01%
+500
2816
$14.8K ﹤0.01%
18
2817
$14.8K ﹤0.01%
645
+300
2818
$14.8K ﹤0.01%
857
+317
2819
$14.8K ﹤0.01%
146
+83
2820
$14.7K ﹤0.01%
+17,700
2821
$14.7K ﹤0.01%
500
2822
$14.7K ﹤0.01%
1,758
2823
$14.7K ﹤0.01%
74
2824
$14.7K ﹤0.01%
1,324
-3,358
2825
$14.7K ﹤0.01%
332
-97