NA

NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
-$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,295
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$29.3M
3 +$27.3M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
DOV icon
Dover
DOV
+$25.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 6.22%
3 Financials 4.93%
4 Energy 3.58%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$0 ﹤0.01%
+22
4102
$0 ﹤0.01%
+10
4103
$0 ﹤0.01%
+31
4104
$0 ﹤0.01%
+15
4105
$0 ﹤0.01%
+12
4106
$0 ﹤0.01%
+30
4107
$0 ﹤0.01%
+49
4108
$0 ﹤0.01%
+9
4109
0
4110
$0 ﹤0.01%
+275
4111
-6,795
4112
$0 ﹤0.01%
+65
4113
$0 ﹤0.01%
+300
4114
$0 ﹤0.01%
+15
4115
0
4116
$0 ﹤0.01%
+2
4117
$0 ﹤0.01%
+49
4118
$0 ﹤0.01%
+11
4119
0
4120
$0 ﹤0.01%
+30
4121
$0 ﹤0.01%
+5
4122
$0 ﹤0.01%
+2
4123
$0 ﹤0.01%
+6
4124
$0 ﹤0.01%
+1
4125
$0 ﹤0.01%
+116