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
3326
$6.63K ﹤0.01%
405
-1,078
3327
$6.61K ﹤0.01%
68
-33
3328
$6.61K ﹤0.01%
+100
3329
$6.59K ﹤0.01%
275
+5
3330
$6.56K ﹤0.01%
+117
3331
$6.56K ﹤0.01%
59
+1
3332
$6.53K ﹤0.01%
223
+10
3333
$6.48K ﹤0.01%
500
-500
3334
$6.47K ﹤0.01%
99
-106
3335
$6.47K ﹤0.01%
1,237
-12,095
3336
$6.46K ﹤0.01%
404
-3,386
3337
$6.46K ﹤0.01%
+208
3338
$6.45K ﹤0.01%
276
3339
$6.44K ﹤0.01%
+620
3340
$6.42K ﹤0.01%
205
-4
3341
$6.4K ﹤0.01%
113
3342
$6.38K ﹤0.01%
245
-14,585
3343
$6.36K ﹤0.01%
283
+2
3344
$6.35K ﹤0.01%
122
3345
$6.31K ﹤0.01%
900
3346
$6.3K ﹤0.01%
145
3347
$6.25K ﹤0.01%
160
3348
$6.24K ﹤0.01%
205
3349
$6.22K ﹤0.01%
+723
3350
$6.18K ﹤0.01%
127
132 133
134
135 136