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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
3651
$1.64K ﹤0.01%
51
+2
3652
$1.63K ﹤0.01%
57
-101
3653
$1.63K ﹤0.01%
50
3654
$1.63K ﹤0.01%
133
-22
3655
$1.62K ﹤0.01%
83
-83
3656
$1.61K ﹤0.01%
223
3657
$1.6K ﹤0.01%
324
-52
3658
$1.59K ﹤0.01%
58
3659
$1.58K ﹤0.01%
20
3660
$1.55K ﹤0.01%
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3661
$1.54K ﹤0.01%
500
3662
$1.54K ﹤0.01%
10
3663
$1.54K ﹤0.01%
550
3664
$1.52K ﹤0.01%
37
-1
3665
$1.52K ﹤0.01%
20
3666
$1.51K ﹤0.01%
35
3667
$1.51K ﹤0.01%
85
3668
$1.5K ﹤0.01%
500
3669
$1.48K ﹤0.01%
29
3670
$1.48K ﹤0.01%
175
-7
3671
$1.47K ﹤0.01%
34
3672
$1.47K ﹤0.01%
288
3673
$1.44K ﹤0.01%
48
+1
3674
$1.44K ﹤0.01%
60
3675
$1.42K ﹤0.01%
741
-19
145 146
147
148 149