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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
501
$213 0.02%
+10,185
502
$212 0.02%
+9,792
503
$212 0.02%
+1,690
504
$212 0.02%
+3,099
505
$210 0.02%
7,131
-95,219
506
$210 0.02%
+5,541
507
$210 0.02%
+2,666
508
$209 0.02%
16,530
509
$208 0.02%
+9,687
510
$208 0.02%
+4,360
511
$208 0.02%
7,232
-256
512
$208 0.02%
+2,697
513
$207 0.02%
3,640
-129
514
$207 0.02%
+6,774
515
$206 0.02%
+6,330
516
$205 0.02%
11,698
-1,467
517
$203 0.02%
9,211
-4,172
518
$203 0.02%
8,473
-164
519
$203 0.02%
+9,808
520
$202 0.02%
13,569
+1,126
521
$200 0.02%
+2,642
522
$200 0.02%
+3,392
523
$200 0.02%
+1,316
524
$198 0.02%
12,187
+1,226
525
$197 0.02%
+12,700
19 20
21
22 23