NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
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
+$53M
2
+$40.6M
3
+$33.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.1M
5
DTE icon
DTE Energy
DTE
+$27.1M

Top Sells

1
+$65.4M
2
+$39.2M
3
+$33M
4
CMCSA icon
Comcast
CMCSA
+$26.6M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$25.9M

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