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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
3551
$2.81K ﹤0.01%
297
3552
$2.8K ﹤0.01%
35
3553
$2.79K ﹤0.01%
+483
3554
$2.78K ﹤0.01%
25
-7
3555
$2.78K ﹤0.01%
22
3556
$2.77K ﹤0.01%
37
-947
3557
$2.75K ﹤0.01%
238
+228
3558
$2.75K ﹤0.01%
100
3559
$2.73K ﹤0.01%
85
3560
$2.73K ﹤0.01%
+333
3561
$2.73K ﹤0.01%
19
3562
$2.68K ﹤0.01%
52
3563
$2.67K ﹤0.01%
71
3564
$2.67K ﹤0.01%
112
3565
$2.64K ﹤0.01%
240
3566
$2.63K ﹤0.01%
53
3567
$2.58K ﹤0.01%
236
3568
$2.57K ﹤0.01%
+36,177
3569
$2.54K ﹤0.01%
+857
3570
$2.53K ﹤0.01%
50
3571
$2.5K ﹤0.01%
259
3572
$2.5K ﹤0.01%
1,542
-3,500
3573
$2.48K ﹤0.01%
+50
3574
$2.47K ﹤0.01%
350
3575
$2.47K ﹤0.01%
78
141 142
143
144 145