NA

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
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$29.5M
3
+$29.3M
4
NVS icon
Novartis
NVS
+$28.8M
5
ED icon
Consolidated Edison
ED
+$28.6M

Top Sells

1
+$39.8M
2
+$30.3M
3
+$29.7M
4
ADM icon
Archer Daniels Midland
ADM
+$28.3M
5
UNH icon
UnitedHealth
UNH
+$26.7M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$3K ﹤0.01%
120
-9,316
2927
$2.99K ﹤0.01%
253
2928
$2.97K ﹤0.01%
145
2929
$2.97K ﹤0.01%
50
-188
2930
$2.96K ﹤0.01%
300
-250
2931
$2.96K ﹤0.01%
138
2932
$2.96K ﹤0.01%
50
-85
2933
$2.95K ﹤0.01%
297
2934
$2.9K ﹤0.01%
190
-2,319
2935
$2.9K ﹤0.01%
50
2936
$2.9K ﹤0.01%
1,000
-1,190
2937
$2.9K ﹤0.01%
116
2938
$2.88K ﹤0.01%
840
2939
$2.88K ﹤0.01%
56
-255
2940
$2.85K ﹤0.01%
246
-37
2941
$2.84K ﹤0.01%
35
-84
2942
$2.84K ﹤0.01%
72
-1,828
2943
$2.82K ﹤0.01%
75
-75
2944
$2.81K ﹤0.01%
178
-120
2945
$2.81K ﹤0.01%
143
-1,418
2946
$2.78K ﹤0.01%
+58
2947
$2.76K ﹤0.01%
211
-148
2948
$2.75K ﹤0.01%
81
-90
2949
$2.75K ﹤0.01%
100
-1,000
2950
$2.75K ﹤0.01%
127
-31
116 117
118
119 120