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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
3301
$7.43K ﹤0.01%
417
3302
$7.39K ﹤0.01%
1
3303
$7.34K ﹤0.01%
131
3304
$7.34K ﹤0.01%
87
+4
3305
$7.33K ﹤0.01%
848
3306
$7.32K ﹤0.01%
50
3307
$7.32K ﹤0.01%
1,100
3308
$7.28K ﹤0.01%
368
3309
$7.24K ﹤0.01%
145
3310
$7.15K ﹤0.01%
802
+4
3311
$7.07K ﹤0.01%
2,850
-7
3312
$7.06K ﹤0.01%
288
-1
3313
$7.01K ﹤0.01%
106
3314
$7.01K ﹤0.01%
100
3315
$6.98K ﹤0.01%
+654
3316
$6.98K ﹤0.01%
+700
3317
$6.95K ﹤0.01%
232
3318
$6.91K ﹤0.01%
93
-1,023
3319
$6.9K ﹤0.01%
390
+84
3320
$6.88K ﹤0.01%
263
-393
3321
$6.81K ﹤0.01%
+641
3322
$6.78K ﹤0.01%
231
3323
$6.73K ﹤0.01%
610
3324
$6.71K ﹤0.01%
189
3325
$6.65K ﹤0.01%
57
131 132
133
134 135