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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
3501
$3.31K ﹤0.01%
24
-257
3502
$3.28K ﹤0.01%
33
3503
$3.27K ﹤0.01%
70
-14
3504
$3.26K ﹤0.01%
641
3505
$3.25K ﹤0.01%
126
3506
$3.23K ﹤0.01%
1,972
3507
$3.22K ﹤0.01%
142
3508
$3.22K ﹤0.01%
151
3509
$3.22K ﹤0.01%
17
3510
$3.21K ﹤0.01%
232
3511
$3.2K ﹤0.01%
50
3512
$3.2K ﹤0.01%
13
3513
$3.19K ﹤0.01%
70
3514
$3.19K ﹤0.01%
+133
3515
$3.19K ﹤0.01%
72
3516
$3.19K ﹤0.01%
250
3517
$3.18K ﹤0.01%
62
3518
$3.17K ﹤0.01%
613
-59,851
3519
$3.17K ﹤0.01%
252
3520
$3.14K ﹤0.01%
55
3521
$3.1K ﹤0.01%
250
-56,707
3522
$3.09K ﹤0.01%
33
3523
$3.06K ﹤0.01%
341
3524
$3.06K ﹤0.01%
888
-39
3525
$3.06K ﹤0.01%
100
139 140
141
142 143