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
$2.88B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16M
3
+$15.6M
4
TSM icon
TSMC
TSM
+$15.4M
5
MCD icon
McDonald's
MCD
+$15M

Top Sells

1
+$17M
2
+$15.9M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$15.5M
5
CME icon
CME Group
CME
+$12.7M

Sector Composition

1 Technology 14.71%
2 Healthcare 8.24%
3 Consumer Discretionary 6.83%
4 Consumer Staples 5.37%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$774K 0.03%
+14,119
452
$772K 0.03%
10,696
-651
453
$756K 0.03%
1,777
-1,323
454
$754K 0.03%
27,215
-11,105
455
$748K 0.03%
6,337
+5
456
$748K 0.03%
4,654
+259
457
$747K 0.03%
28,614
-2,563
458
$740K 0.03%
6,144
-5,118
459
$740K 0.03%
22,547
+5,351
460
$738K 0.03%
14,996
+8,998
461
$738K 0.03%
6,965
+2,650
462
$736K 0.03%
21,052
-7,831
463
$733K 0.03%
11,535
+1,426
464
$729K 0.03%
+26,236
465
$728K 0.03%
+8,600
466
$722K 0.03%
5,915
+184
467
$721K 0.03%
8,422
-3,578
468
$718K 0.03%
3,356
-1,527
469
$715K 0.02%
21,906
-10,472
470
$713K 0.02%
1,814
+537
471
$711K 0.02%
11,535
-35,836
472
$710K 0.02%
15,124
-4,523
473
$709K 0.02%
35,721
+2,889
474
$708K 0.02%
19,412
+5,550
475
$706K 0.02%
+25,678
17 18
19
20 21