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
3126
$5.68K ﹤0.01%
43
3127
$5.68K ﹤0.01%
137
-11,346
3128
$5.67K ﹤0.01%
+102
3129
$5.65K ﹤0.01%
1,200
3130
$5.65K ﹤0.01%
36
3131
$5.62K ﹤0.01%
593
-55
3132
$5.61K ﹤0.01%
+212
3133
$5.61K ﹤0.01%
+610
3134
$5.59K ﹤0.01%
155
3135
$5.58K ﹤0.01%
42
3136
$5.57K ﹤0.01%
2,102
3137
$5.55K ﹤0.01%
150
3138
$5.54K ﹤0.01%
121
3139
$5.52K ﹤0.01%
356
+1
3140
$5.51K ﹤0.01%
189
3141
$5.49K ﹤0.01%
189
3142
$5.47K ﹤0.01%
108
3143
$5.46K ﹤0.01%
152
+1
3144
$5.4K ﹤0.01%
183
3145
$5.35K ﹤0.01%
1,899
+999
3146
$5.33K ﹤0.01%
280
3147
$5.33K ﹤0.01%
500
3148
$5.32K ﹤0.01%
126
3149
$5.29K ﹤0.01%
203
+1
3150
$5.28K ﹤0.01%
125