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
$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
3001
$17.2K ﹤0.01%
361
3002
$17.2K ﹤0.01%
364
-1,612
3003
$17.1K ﹤0.01%
9,000
3004
$17.1K ﹤0.01%
60
3005
$17.1K ﹤0.01%
500
3006
$17.1K ﹤0.01%
109
-2
3007
$17K ﹤0.01%
683
3008
$17K ﹤0.01%
371
-1,101
3009
$17K ﹤0.01%
18
3010
$17K ﹤0.01%
+500
3011
$16.8K ﹤0.01%
72
-270
3012
$16.8K ﹤0.01%
363
3013
$16.7K ﹤0.01%
3,750
3014
$16.7K ﹤0.01%
2,855
3015
$16.7K ﹤0.01%
706
-381
3016
$16.7K ﹤0.01%
236
3017
$16.6K ﹤0.01%
257
-468
3018
$16.5K ﹤0.01%
517
+2
3019
$16.5K ﹤0.01%
1,886
+41
3020
$16.4K ﹤0.01%
+10,000
3021
$16.4K ﹤0.01%
+1,066
3022
$16.4K ﹤0.01%
14,000
-1,000
3023
$16.3K ﹤0.01%
60
-290
3024
$16.3K ﹤0.01%
1,736
3025
$16.3K ﹤0.01%
242
+1