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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
3576
$2.42K ﹤0.01%
+254
3577
$2.4K ﹤0.01%
100
3578
$2.4K ﹤0.01%
20
3579
$2.39K ﹤0.01%
100
3580
$2.38K ﹤0.01%
344
-34
3581
$2.37K ﹤0.01%
100
-2,152
3582
$2.36K ﹤0.01%
16
-339
3583
$2.34K ﹤0.01%
100
3584
$2.34K ﹤0.01%
121
-5
3585
$2.33K ﹤0.01%
100
3586
$2.31K ﹤0.01%
130
3587
$2.31K ﹤0.01%
32
3588
$2.3K ﹤0.01%
46
-111
3589
$2.3K ﹤0.01%
72
3590
$2.28K ﹤0.01%
303
3591
$2.27K ﹤0.01%
149
+1
3592
$2.25K ﹤0.01%
20
3593
$2.25K ﹤0.01%
494
+2
3594
$2.24K ﹤0.01%
87
3595
$2.24K ﹤0.01%
98
3596
$2.22K ﹤0.01%
106
3597
$2.21K ﹤0.01%
600
3598
$2.21K ﹤0.01%
1,000
3599
$2.21K ﹤0.01%
51
+1
3600
$2.2K ﹤0.01%
161
142 143
144
145 146