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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
3526
$3.06K ﹤0.01%
69
3527
$3.02K ﹤0.01%
4,200
3528
$3.02K ﹤0.01%
1,900
3529
$3.02K ﹤0.01%
70
3530
$2.99K ﹤0.01%
35
3531
$2.98K ﹤0.01%
30
3532
$2.97K ﹤0.01%
260
3533
$2.97K ﹤0.01%
108
3534
$2.96K ﹤0.01%
125
3535
$2.95K ﹤0.01%
15
3536
$2.95K ﹤0.01%
80
3537
$2.95K ﹤0.01%
10
-1
3538
$2.95K ﹤0.01%
44
3539
$2.94K ﹤0.01%
+411
3540
$2.93K ﹤0.01%
65
3541
$2.93K ﹤0.01%
104
3542
$2.92K ﹤0.01%
12
3543
$2.91K ﹤0.01%
38
3544
$2.88K ﹤0.01%
62
3545
$2.87K ﹤0.01%
396
-4,450
3546
$2.86K ﹤0.01%
+160
3547
$2.85K ﹤0.01%
1,295
3548
$2.83K ﹤0.01%
10
-7
3549
$2.83K ﹤0.01%
1,600
-512
3550
$2.83K ﹤0.01%
51
140 141
142
143 144