NA
NewEdge Advisors Portfolio holdings
AUM
$22B
1-Year Est. Return
20.34%
1 Year Est. Return
+20.34%
AUM
$22B
AUM Growth
+$2.6B
(+13%)
Holding
4,282
Top Buys
| 1 | +$62.3M | |
| 2 | +$57.6M | |
| 3 | +$56.7M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$44.2M |
| 5 |
Qualcomm
QCOM
|
+$43.3M |
Top Sells
| 1 | +$58.7M | |
| 2 | +$37.8M | |
| 3 | +$36.7M | |
| 4 |
Sanofi
SNY
|
+$31.5M |
| 5 |
Apple
AAPL
|
+$25.9M |
Sector Composition
| 1 | Technology | 15.25% |
| 2 | Financials | 6.8% |
| 3 | Consumer Discretionary | 4.31% |
| 4 | Communication Services | 3.48% |
| 5 | Industrials | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$25.1M
| – | – |
-4
|
|
||
|
PHT
4277
DELISTED
Pioneer High Income Fund
PHT
| – | – |
-60,352
|
|
||
4278
Dave & Buster's
PLAY
$600M
| – | – |
-627
|
|
||
|
PLL
4279
DELISTED
Piedmont Lithium
PLL
| – | – |
-310
|
|