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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8.56M
3
+$8.39M
4
DFS
Discover Financial Services
DFS
+$7.93M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.86M

Top Sells

1
+$12.8M
2
+$7.07M
3
+$6.54M
4
INTC icon
Intel
INTC
+$5.47M
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$5.03M

Sector Composition

1 Technology 9.98%
2 Financials 8.91%
3 Industrials 7.16%
4 Consumer Discretionary 4.63%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$242K 0.02%
7,472
-5,961
552
$242K 0.02%
+6,041
553
$242K 0.02%
2,189
-57
554
$241K 0.02%
+4,619
555
$240K 0.02%
1,048
+47
556
$240K 0.02%
8,734
+13
557
$239K 0.02%
+7,036
558
$239K 0.02%
+4,872
559
$239K 0.02%
12,700
560
$238K 0.02%
10,132
-2,482
561
$238K 0.02%
8,220
562
$237K 0.02%
3,424
+32
563
$237K 0.02%
5,496
-25
564
$237K 0.02%
3,169
-439
565
$237K 0.02%
4,995
566
$237K 0.02%
6,635
-3,780
567
$236K 0.02%
8,609
+1,240
568
$235K 0.02%
2,831
+134
569
$235K 0.02%
6,083
+542
570
$235K 0.02%
+4,436
571
$235K 0.02%
+12,317
572
$234K 0.02%
9,844
+52
573
$233K 0.02%
4,190
-113
574
$233K 0.02%
+1,147
575
$233K 0.02%
+10,004
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