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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
301
$521 0.05%
+6,650
302
$518 0.05%
6,420
+3,639
303
$514 0.05%
+20,296
304
$511 0.05%
16,877
+5,179
305
$511 0.05%
6,544
-334
306
$507 0.05%
3,594
+368
307
$507 0.05%
20,206
+2,174
308
$502 0.05%
9,487
-332
309
$498 0.05%
17,915
+332
310
$496 0.05%
7,983
-2,646
311
$491 0.04%
17,798
-255
312
$490 0.04%
2,020
+20
313
$489 0.04%
4,223
-1,537
314
$488 0.04%
19,490
+8,539
315
$487 0.04%
5,658
-524
316
$479 0.04%
+4,042
317
$472 0.04%
6,900
+186
318
$468 0.04%
2,097
+952
319
$467 0.04%
+5,299
320
$463 0.04%
9,699
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321
$459 0.04%
+7,399
322
$458 0.04%
3,399
+147
323
$452 0.04%
6,608
+1,312
324
$451 0.04%
12,295
+565
325
$451 0.04%
+26,269
11 12
13
14 15