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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
51
$5.56K 0.51%
193,411
+12,567
52
$5.54K 0.51%
104,442
+5,950
53
$5.25K 0.48%
92,169
+14,156
54
$5.14K 0.47%
96,038
+31,125
55
$5.08K 0.46%
62,120
+6,627
56
$5.02K 0.46%
76,958
+3,500
57
$4.96K 0.45%
164,277
-4,621
58
$4.95K 0.45%
198,198
+35,263
59
$4.9K 0.45%
85,300
+1,000
60
$4.88K 0.45%
108,184
+34,216
61
$4.88K 0.45%
87,306
+13,836
62
$4.74K 0.43%
93,935
+21,261
63
$4.69K 0.43%
42,844
+14,461
64
$4.67K 0.43%
192,107
+18,179
65
$4.67K 0.43%
40,839
+2,992
66
$4.62K 0.42%
172,865
+66,948
67
$4.56K 0.42%
187,937
+26,698
68
$4.46K 0.41%
183,411
+40,637
69
$4.45K 0.41%
40,419
+18,860
70
$4.38K 0.4%
35,280
+2,119
71
$4.37K 0.4%
180,607
+14,408
72
$4.31K 0.39%
174,278
+26,701
73
$4.3K 0.39%
26,279
-43,266
74
$4.28K 0.39%
39,095
+3,661
75
$4.26K 0.39%
82,084
-5,505
1 2
3
4 5