NA

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
3626
$1.91K ﹤0.01%
36
-65
3627
$1.89K ﹤0.01%
119
3628
$1.86K ﹤0.01%
100
3629
$1.85K ﹤0.01%
+3,000
3630
$1.84K ﹤0.01%
528
3631
$1.83K ﹤0.01%
64
+6
3632
$1.81K ﹤0.01%
68
3633
$1.8K ﹤0.01%
116
3634
$1.8K ﹤0.01%
310
3635
$1.8K ﹤0.01%
525
-941
3636
$1.79K ﹤0.01%
+73
3637
$1.77K ﹤0.01%
68
3638
$1.75K ﹤0.01%
406
3639
$1.75K ﹤0.01%
207
3640
$1.74K ﹤0.01%
180
-9
3641
$1.74K ﹤0.01%
2,200
+800
3642
$1.73K ﹤0.01%
211
3643
$1.73K ﹤0.01%
57
+4
3644
$1.72K ﹤0.01%
147
3645
$1.72K ﹤0.01%
700
+100
3646
$1.7K ﹤0.01%
145
3647
$1.7K ﹤0.01%
+600
3648
$1.7K ﹤0.01%
108
+1
3649
$1.68K ﹤0.01%
2,215
+1,084
3650
$1.68K ﹤0.01%
25
144 145
146
147 148