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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
3676
$1.41K ﹤0.01%
300
-2
3677
$1.39K ﹤0.01%
42
3678
$1.37K ﹤0.01%
+100
3679
$1.36K ﹤0.01%
60
3680
$1.36K ﹤0.01%
24
3681
$1.36K ﹤0.01%
135
+8
3682
$1.35K ﹤0.01%
1,100
3683
$1.33K ﹤0.01%
14
3684
$1.32K ﹤0.01%
478
3685
$1.32K ﹤0.01%
135
+1
3686
$1.31K ﹤0.01%
874
3687
$1.31K ﹤0.01%
166
+1
3688
$1.3K ﹤0.01%
20
3689
$1.3K ﹤0.01%
191
3690
$1.28K ﹤0.01%
13
3691
$1.25K ﹤0.01%
18
-10
3692
$1.25K ﹤0.01%
1,000
-10,000
3693
$1.24K ﹤0.01%
46
3694
$1.22K ﹤0.01%
140
3695
$1.21K ﹤0.01%
58
+1
3696
$1.21K ﹤0.01%
+100
3697
$1.21K ﹤0.01%
73
3698
$1.18K ﹤0.01%
547
3699
$1.16K ﹤0.01%
280
3700
$1.16K ﹤0.01%
10
146 147
148
149 150