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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
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$29.5M
3
+$29.3M
4
NVS icon
Novartis
NVS
+$28.8M
5
ED icon
Consolidated Edison
ED
+$28.6M

Top Sells

1
+$39.8M
2
+$30.3M
3
+$29.7M
4
ADM icon
Archer Daniels Midland
ADM
+$28.3M
5
UNH icon
UnitedHealth
UNH
+$26.7M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$422K 0.01%
2,123
-535
1177
$422K 0.01%
6,165
+292
1178
$422K 0.01%
17,841
+4,731
1179
$421K 0.01%
14,825
-7,356
1180
$420K 0.01%
7,904
+6,349
1181
$420K 0.01%
11,330
+1,477
1182
$418K 0.01%
26,924
-4,135
1183
$416K 0.01%
48,091
-11,811
1184
$415K 0.01%
14,220
+1,020
1185
$414K 0.01%
7,014
-1,450
1186
$413K 0.01%
11,464
+527
1187
$413K 0.01%
5,225
+77
1188
$413K 0.01%
11,171
+9,310
1189
$413K 0.01%
9,534
+6,272
1190
$412K 0.01%
16,207
1191
$411K 0.01%
7,032
+6,329
1192
$411K 0.01%
19,745
-14,843
1193
$410K 0.01%
35,358
-562
1194
$410K 0.01%
4,656
-1,907
1195
$410K 0.01%
4,958
-4,557
1196
$410K 0.01%
35,953
-15
1197
$409K 0.01%
27,439
+879
1198
$409K 0.01%
1,885
+1,403
1199
$408K 0.01%
6,111
+4,233
1200
$408K 0.01%
26,608
+1,300
46 47
48
49 50