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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$38.7M
3
+$31.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.9M
5
TMUS icon
T-Mobile US
TMUS
+$26.4M

Top Sells

1
+$62.5M
2
+$37.7M
3
+$32.9M
4
CMCSA icon
Comcast
CMCSA
+$26.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$25.1M

Sector Composition

1 Technology 14.1%
2 Financials 6.1%
3 Healthcare 5.62%
4 Consumer Discretionary 4.8%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.17M 0.01%
14,328
-1,202
927
$1.17M 0.01%
14,841
+712
928
$1.17M 0.01%
22,466
+21,988
929
$1.17M 0.01%
81,404
+14,402
930
$1.16M 0.01%
+17,346
931
$1.16M 0.01%
49,021
-4,400
932
$1.16M 0.01%
97,773
+5,491
933
$1.16M 0.01%
22,002
+8,014
934
$1.16M 0.01%
12,553
+10,361
935
$1.16M 0.01%
51,717
+4,882
936
$1.16M 0.01%
29,244
-76,866
937
$1.16M 0.01%
45,312
-612
938
$1.16M 0.01%
25,538
+1,707
939
$1.15M 0.01%
+33,517
940
$1.15M 0.01%
17,096
-15,229
941
$1.14M 0.01%
17,897
+1,728
942
$1.14M 0.01%
54,154
+10,545
943
$1.14M 0.01%
16,914
-8,336
944
$1.14M 0.01%
47,813
+2,714
945
$1.14M 0.01%
26,224
-17,880
946
$1.13M 0.01%
2,757
+121
947
$1.13M 0.01%
23,257
-3,824
948
$1.12M 0.01%
30,779
-8,611
949
$1.12M 0.01%
5,915
-317
950
$1.12M 0.01%
13,617
+13,023
36 37
38
39 40