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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
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$9.38K
2
+$9.14K
3
+$7.93K
4
INTC icon
Intel
INTC
+$7.68K
5
PNC icon
PNC Financial Services
PNC
+$7.12K

Top Sells

1
+$6.19M
2
+$1.62M
3
+$1.15M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$857K
5
THD icon
iShares MSCI Thailand ETF
THD
+$705K

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$611 0.06%
4,492
+714
277
$609 0.06%
34,938
+6,415
278
$600 0.05%
8,413
+112
279
$599 0.05%
9,356
+156
280
$597 0.05%
5,820
+2,846
281
$594 0.05%
12,655
+3,166
282
$593 0.05%
9,087
+1,103
283
$587 0.05%
14,363
+4,725
284
$583 0.05%
23,011
+13,761
285
$583 0.05%
23,039
+13,778
286
$582 0.05%
+15,100
287
$582 0.05%
22,853
+13,634
288
$581 0.05%
9,124
-478
289
$579 0.05%
23,248
+13,806
290
$573 0.05%
23,801
+2,391
291
$567 0.05%
205,900
+200,588
292
$563 0.05%
+4,255
293
$553 0.05%
191,851
-72,149
294
$552 0.05%
7,718
+453
295
$550 0.05%
10,084
+401
296
$538 0.05%
10,987
+5,447
297
$536 0.05%
4,889
-216
298
$530 0.05%
6,796
+60
299
$526 0.05%
21,730
+8,470
300
$523 0.05%
+10,196
10 11
12
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