NA

NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$38.7M
3
+$31.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.9M
5
TMUS icon
T-Mobile US
TMUS
+$26.4M

Top Sells

1
+$62.5M
2
+$37.7M
3
+$32.9M
4
CMCSA icon
Comcast
CMCSA
+$26.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.1M

Sector Composition

1 Technology 14.1%
2 Financials 6.1%
3 Healthcare 5.62%
4 Consumer Discretionary 4.8%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$1.94K ﹤0.01%
38
3377
$1.94K ﹤0.01%
100
-2
3378
$1.92K ﹤0.01%
1,000
3379
$1.92K ﹤0.01%
152
+51
3380
$1.92K ﹤0.01%
+85
3381
$1.9K ﹤0.01%
50
3382
$1.9K ﹤0.01%
47
3383
$1.9K ﹤0.01%
+78
3384
$1.89K ﹤0.01%
461
-148
3385
$1.89K ﹤0.01%
+10,000
3386
$1.87K ﹤0.01%
188
+116
3387
$1.86K ﹤0.01%
45
3388
$1.86K ﹤0.01%
33
3389
$1.84K ﹤0.01%
209
3390
$1.83K ﹤0.01%
+104
3391
$1.83K ﹤0.01%
+213
3392
$1.83K ﹤0.01%
1,090
+10
3393
$1.82K ﹤0.01%
+50
3394
$1.82K ﹤0.01%
+45
3395
$1.81K ﹤0.01%
200
3396
$1.79K ﹤0.01%
896
3397
$1.79K ﹤0.01%
+547
3398
$1.78K ﹤0.01%
100
-1
3399
$1.77K ﹤0.01%
127
3400
$1.74K ﹤0.01%
225
-4,817
134 135
136
137 138