NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$9.38K
2 +$9.14K
3 +$7.93K
4
INTC icon
Intel
INTC
+$7.68K
5
PNC icon
PNC Financial Services
PNC
+$7.12K

Top Sells

1 +$6.19M
2 +$1.62M
3 +$1.15M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$857K
5
THD icon
iShares MSCI Thailand ETF
THD
+$705K

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$255 0.02%
+4,067
452
$255 0.02%
1,128
-167
453
$253 0.02%
2,246
+358
454
$253 0.02%
5,944
-211
455
$248 0.02%
+15,100
456
$247 0.02%
11,897
+1,365
457
$246 0.02%
1,001
-16
458
$246 0.02%
8,045
+460
459
$246 0.02%
1,452
-163
460
$245 0.02%
17,950
-617
461
$244 0.02%
+1,737
462
$244 0.02%
5,847
-1,303
463
$243 0.02%
3,337
+264
464
$243 0.02%
1,985
+27
465
$242 0.02%
7,913
+14
466
$241 0.02%
899
+54
467
$239 0.02%
5,968
+877
468
$238 0.02%
7,463
-491
469
$238 0.02%
+8,721
470
$238 0.02%
3,882
-223
471
$238 0.02%
7,369
-81
472
$237 0.02%
+4,110
473
$237 0.02%
+4,303
474
$235 0.02%
3,509
+509
475
$234 0.02%
9,821
+581