We are live on ! Find out more
NA

NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.1M
4
ADM icon
Archer Daniels Midland
ADM
+$9.86M
5
AMGN icon
Amgen
AMGN
+$8.77M

Top Sells

1
+$6.77M
2
+$6.24M
3
+$6.12M
4
BND icon
Vanguard Total Bond Market
BND
+$3.44M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.26M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-9,150
702
– –
-23,618
703
– –
-1,182
704
– –
-3,237
705
– –
-19,760
706
– –
-1,616
707
– –
-3,327
708
– –
-5,702
709
– –
-1,584
710
– –
-1,369
711
– –
-11,920
712
– –
-7,578
713
– –
-1,915
714
– –
-2,234
715
– –
-4,090
716
– –
-1,527
717
– –
-21,570
718
– –
-2,888
719
– –
-1,606
720
– –
-8,072
721
– –
-2,051
722
– –
-3,261
723
– –
-13,250
724
– –
-1,446
725
– –
-2,184
27 28
29
30 31