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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
3401
$5.14K ﹤0.01%
360
-251
3402
$5.13K ﹤0.01%
1,333
3403
$5.11K ﹤0.01%
445
3404
$5.07K ﹤0.01%
+727
3405
$5.05K ﹤0.01%
58
3406
$5.04K ﹤0.01%
69
-2,801
3407
$5.02K ﹤0.01%
1,047
-980
3408
$4.99K ﹤0.01%
34
-120
3409
$4.99K ﹤0.01%
320
+5
3410
$4.98K ﹤0.01%
51
3411
$4.91K ﹤0.01%
371
3412
$4.86K ﹤0.01%
136
+1
3413
$4.85K ﹤0.01%
285
3414
$4.85K ﹤0.01%
4
3415
$4.84K ﹤0.01%
100
3416
$4.84K ﹤0.01%
121
3417
$4.81K ﹤0.01%
373
-14,144
3418
$4.8K ﹤0.01%
+250
3419
$4.8K ﹤0.01%
165
3420
$4.8K ﹤0.01%
266
3421
$4.8K ﹤0.01%
68
3422
$4.78K ﹤0.01%
+1,428
3423
$4.74K ﹤0.01%
310
-370
3424
$4.72K ﹤0.01%
1,309
3425
$4.72K ﹤0.01%
34
135 136
137
138 139