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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
2876
$24.4K ﹤0.01%
848
2877
$24.3K ﹤0.01%
78
+1
2878
$24.3K ﹤0.01%
3,250
2879
$24.3K ﹤0.01%
675
2880
$24.2K ﹤0.01%
1,526
2881
$24.1K ﹤0.01%
945
2882
$24.1K ﹤0.01%
490
2883
$24K ﹤0.01%
+662
2884
$24K ﹤0.01%
132
+22
2885
$24K ﹤0.01%
5,458
-365
2886
$23.9K ﹤0.01%
1,025
2887
$23.8K ﹤0.01%
832
2888
$23.8K ﹤0.01%
485
2889
$23.7K ﹤0.01%
12,162
+222
2890
$23.7K ﹤0.01%
298
2891
$23.6K ﹤0.01%
345
-3
2892
$23.6K ﹤0.01%
86
-133
2893
$23.5K ﹤0.01%
380
+2
2894
$23.5K ﹤0.01%
239
+48
2895
$23.4K ﹤0.01%
758
-278
2896
$23.3K ﹤0.01%
400
2897
$23.3K ﹤0.01%
442
-195
2898
$23.3K ﹤0.01%
795
2899
$23.3K ﹤0.01%
379
2900
$23.2K ﹤0.01%
2,861
114 115
116
117 118