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
3251
$8.64K ﹤0.01%
1,056
+28
3252
$8.55K ﹤0.01%
43
-3
3253
$8.49K ﹤0.01%
127
+1
3254
$8.43K ﹤0.01%
452
3255
$8.4K ﹤0.01%
53
3256
$8.38K ﹤0.01%
+138
3257
$8.38K ﹤0.01%
100
3258
$8.28K ﹤0.01%
252
+1
3259
$8.24K ﹤0.01%
+18,313
3260
$8.22K ﹤0.01%
830
3261
$8.2K ﹤0.01%
213
-6
3262
$8.15K ﹤0.01%
1,968
-37
3263
$8.15K ﹤0.01%
56
-2,537
3264
$8.1K ﹤0.01%
1,041
+1,001
3265
$8.07K ﹤0.01%
274
-17,920
3266
$8.07K ﹤0.01%
+304
3267
$8.06K ﹤0.01%
294
3268
$8.05K ﹤0.01%
+163
3269
$7.99K ﹤0.01%
147
3270
$7.99K ﹤0.01%
57
3271
$7.97K ﹤0.01%
300
3272
$7.96K ﹤0.01%
4,625
+500
3273
$7.96K ﹤0.01%
+6,800
3274
$7.83K ﹤0.01%
59
+41
3275
$7.83K ﹤0.01%
4,325
129 130
131
132 133