NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
-0.41%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$1.09M
AUM Growth
-$874M
(-100%)
Cap. Flow
-$18.1M
Cap. Flow
% of AUM
-1,654.86%
Top 10 Holdings %
Top 10 Hldgs %
19.43%
Holding
573
New
83
Increased
304
Reduced
136
Closed
35
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$9.38K |
| 2 |
Home Depot
HD
|
$9.14K |
| 3 |
Boeing
BA
|
$7.93K |
| 4 |
Intel
INTC
|
$7.68K |
| 5 |
PNC Financial Services
PNC
|
$7.12K |
Top Sells
| 1 |
Erie Indemnity
ERIE
|
$6.19M |
| 2 |
CY
Cypress Semiconductor
CY
|
$1.62M |
| 3 |
RPC Inc
RES
|
$1.15M |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
$857K |
| 5 |
iShares MSCI Thailand ETF
THD
|
$705K |
Sector Composition
| 1 | Technology | 10.08% |
| 2 | Financials | 7.88% |
| 3 | Industrials | 7.3% |
| 4 | Materials | 6.38% |
| 5 | Consumer Staples | 4.6% |
