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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
3476
$3.76K ﹤0.01%
258
3477
$3.75K ﹤0.01%
188
3478
$3.74K ﹤0.01%
110
-50
3479
$3.73K ﹤0.01%
225
3480
$3.71K ﹤0.01%
116
3481
$3.69K ﹤0.01%
53
3482
$3.68K ﹤0.01%
21
3483
$3.67K ﹤0.01%
150
3484
$3.67K ﹤0.01%
75
3485
$3.65K ﹤0.01%
+1,000
3486
$3.58K ﹤0.01%
77
3487
$3.56K ﹤0.01%
104
3488
$3.54K ﹤0.01%
58
-90
3489
$3.53K ﹤0.01%
248
+1
3490
$3.53K ﹤0.01%
146
3491
$3.52K ﹤0.01%
+825
3492
$3.49K ﹤0.01%
204
3493
$3.48K ﹤0.01%
91
-20
3494
$3.46K ﹤0.01%
230
-5
3495
$3.43K ﹤0.01%
48
3496
$3.4K ﹤0.01%
120
3497
$3.37K ﹤0.01%
37
-38
3498
$3.37K ﹤0.01%
90
3499
$3.37K ﹤0.01%
+90
3500
$3.33K ﹤0.01%
118
+62
138 139
140
141 142