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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
3351
$6.18K ﹤0.01%
82
3352
$6.18K ﹤0.01%
385
+2
3353
$6.17K ﹤0.01%
711
+351
3354
$6.13K ﹤0.01%
396
+16
3355
$6.11K ﹤0.01%
+1,397
3356
$6.09K ﹤0.01%
121
-73
3357
$6.08K ﹤0.01%
+1,500
3358
$6.05K ﹤0.01%
+160
3359
$6.02K ﹤0.01%
100
3360
$5.99K ﹤0.01%
+96
3361
$5.99K ﹤0.01%
530
+20
3362
$5.99K ﹤0.01%
231
-82
3363
$5.95K ﹤0.01%
497
+12
3364
$5.93K ﹤0.01%
17,700
3365
$5.92K ﹤0.01%
39
3366
$5.89K ﹤0.01%
206
+4
3367
$5.87K ﹤0.01%
1,388
3368
$5.87K ﹤0.01%
52
3369
$5.85K ﹤0.01%
+226
3370
$5.8K ﹤0.01%
929
+26
3371
$5.78K ﹤0.01%
98
3372
$5.78K ﹤0.01%
540
-300
3373
$5.77K ﹤0.01%
429
3374
$5.73K ﹤0.01%
137
3375
$5.69K ﹤0.01%
140
-4
133 134
135
136 137