NA

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
$2.88B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16M
3
+$15.6M
4
TSM icon
TSMC
TSM
+$15.4M
5
MCD icon
McDonald's
MCD
+$15M

Top Sells

1
+$17M
2
+$15.9M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$15.5M
5
CME icon
CME Group
CME
+$12.7M

Sector Composition

1 Technology 14.71%
2 Healthcare 8.24%
3 Consumer Discretionary 6.83%
4 Consumer Staples 5.37%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$82K ﹤0.01%
16,446
877
$74K ﹤0.01%
2,278
+2
878
$72K ﹤0.01%
+11,000
879
$71K ﹤0.01%
10,174
-265
880
$70K ﹤0.01%
+42,625
881
$70K ﹤0.01%
10,863
882
$70K ﹤0.01%
12,547
-389,886
883
$68K ﹤0.01%
+36,475
884
$68K ﹤0.01%
19,151
885
$67K ﹤0.01%
12,673
886
$67K ﹤0.01%
37,000
887
$65K ﹤0.01%
14,298
888
$64K ﹤0.01%
13,864
889
$64K ﹤0.01%
+16,400
890
$64K ﹤0.01%
24,357
+960
891
$61K ﹤0.01%
+14,350
892
$57K ﹤0.01%
71,244
+489
893
$55K ﹤0.01%
12,550
-800
894
$54K ﹤0.01%
3,274
895
$53K ﹤0.01%
21,777
896
$52K ﹤0.01%
11,491
-64
897
$48K ﹤0.01%
+21,720
898
$47K ﹤0.01%
14,723
899
$47K ﹤0.01%
10,425
900
$47K ﹤0.01%
+4,000
34 35
36
37 38