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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
26
$9.86K 0.9%
60,141
+1,449
27
$9.78K 0.89%
169,158
+12,502
28
$9.71K 0.89%
69,525
+424
29
$9.62K 0.88%
70,805
+52,386
30
$9.55K 0.87%
124,836
+835
31
$9.55K 0.87%
49,118
-1,984
32
$9.54K 0.87%
189,215
+152,430
33
$9.34K 0.85%
49,850
+2,584
34
$8.76K 0.8%
84,261
+26,981
35
$8.66K 0.79%
61,731
+4,364
36
$8.41K 0.77%
99,678
+39,396
37
$7.79K 0.71%
15,590
+13,958
38
$7.79K 0.71%
158,090
-9,840
39
$7.66K 0.7%
89,340
+23,280
40
$7.61K 0.7%
125,866
+10,819
41
$7.26K 0.66%
93,611
+3,431
42
$7.08K 0.65%
+84,358
43
$6.96K 0.64%
150,878
+39
44
$6.54K 0.6%
33,170
+7,410
45
$6.04K 0.55%
72,696
+55,825
46
$6.01K 0.55%
152,987
+9,428
47
$5.96K 0.54%
48,997
+6,709
48
$5.82K 0.53%
252,310
+95,620
49
$5.67K 0.52%
30,170
+5,641
50
$5.62K 0.51%
46,278
+43,296
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