NA
NewEdge Advisors Portfolio holdings
AUM
$22B
1-Year Est. Return
20.34%
This Fund
S&P 500
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 | 15.23% |
| 2 | Financials | 6.81% |
| 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
Alpha Metallurgical Resources
AMR
$2.7B
| – | – |
-2
|
|
||
|
ANSS
4277
DELISTED
Ansys
ANSS
| – | – |
-1,183
|
|
||
4278
Avient
AVNT
$3.31B
| – | – |
-9,177
|
|
||
4279
AMREP Corp
AXR
$110M
| – | – |
-2
|
|