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
3176
$4.7K ﹤0.01%
6,000
+900
3177
$4.69K ﹤0.01%
59
3178
$4.68K ﹤0.01%
28
3179
$4.66K ﹤0.01%
650
3180
$4.62K ﹤0.01%
230
-8
3181
$4.6K ﹤0.01%
310
+3
3182
$4.57K ﹤0.01%
225
+25
3183
$4.57K ﹤0.01%
+256
3184
$4.55K ﹤0.01%
194
3185
$4.53K ﹤0.01%
+215
3186
$4.51K ﹤0.01%
44
3187
$4.5K ﹤0.01%
257
+1
3188
$4.44K ﹤0.01%
+148
3189
$4.42K ﹤0.01%
106
3190
$4.39K ﹤0.01%
201
3191
$4.39K ﹤0.01%
2,550
3192
$4.38K ﹤0.01%
500
3193
$4.37K ﹤0.01%
27
3194
$4.35K ﹤0.01%
+92
3195
$4.33K ﹤0.01%
33
3196
$4.32K ﹤0.01%
57
3197
$4.32K ﹤0.01%
134
3198
$4.3K ﹤0.01%
202
-9
3199
$4.3K ﹤0.01%
46
3200
$4.29K ﹤0.01%
300