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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
3276
$7.82K ﹤0.01%
205
+5
3277
$7.79K ﹤0.01%
45
3278
$7.74K ﹤0.01%
196
-1,425
3279
$7.74K ﹤0.01%
315
3280
$7.73K ﹤0.01%
234
-4
3281
$7.73K ﹤0.01%
195
3282
$7.71K ﹤0.01%
425
3283
$7.71K ﹤0.01%
300
3284
$7.69K ﹤0.01%
+3,527
3285
$7.63K ﹤0.01%
88
3286
$7.61K ﹤0.01%
1,500
3287
$7.6K ﹤0.01%
118
3288
$7.59K ﹤0.01%
1,733
-318
3289
$7.58K ﹤0.01%
163
-6
3290
$7.57K ﹤0.01%
108
3291
$7.56K ﹤0.01%
300
3292
$7.55K ﹤0.01%
318
3293
$7.55K ﹤0.01%
370
3294
$7.55K ﹤0.01%
+330
3295
$7.53K ﹤0.01%
2,700
-40,045
3296
$7.52K ﹤0.01%
334
+14
3297
$7.52K ﹤0.01%
4,199
+14
3298
$7.5K ﹤0.01%
442
-1,077
3299
$7.45K ﹤0.01%
+257
3300
$7.44K ﹤0.01%
2,951
-157
130 131
132
133 134