NA

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
$19.4B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,203
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$53M
3
+$40.1M
4
SNX icon
TD Synnex
SNX
+$37.7M
5
T icon
AT&T
T
+$37M

Top Sells

1
+$127M
2
+$95.2M
3
+$37M
4
ORCL icon
Oracle
ORCL
+$36.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.3M

Sector Composition

1 Technology 14.96%
2 Financials 7.01%
3 Consumer Discretionary 4.43%
4 Healthcare 3.73%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.23M 0.01%
52,529
+52,035
1177
$1.23M 0.01%
84,429
+1,678
1178
$1.23M 0.01%
116,628
+78,488
1179
$1.23M 0.01%
96,350
+91,079
1180
$1.22M 0.01%
11,681
-941
1181
$1.22M 0.01%
15,385
+663
1182
$1.22M 0.01%
69,123
+1,261
1183
$1.22M 0.01%
87,831
+44,416
1184
$1.22M 0.01%
10,650
+200
1185
$1.22M 0.01%
31,991
-3,795
1186
$1.21M 0.01%
7,412
-592
1187
$1.21M 0.01%
12,212
-1,538
1188
$1.21M 0.01%
88,112
+16,556
1189
$1.21M 0.01%
22,488
+3,502
1190
$1.2M 0.01%
8,884
-803
1191
$1.2M 0.01%
8,398
+8,319
1192
$1.2M 0.01%
38,759
-835
1193
$1.19M 0.01%
106,671
+36,603
1194
$1.19M 0.01%
28,996
-1,010
1195
$1.19M 0.01%
27,030
+212
1196
$1.18M 0.01%
7,522
-14,956
1197
$1.18M 0.01%
50,335
-140
1198
$1.18M 0.01%
15,957
-310
1199
$1.17M 0.01%
13,697
+3,465
1200
$1.17M 0.01%
+34,007
46 47
48
49 50