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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
101
$2.65K 0.24%
19,959
+3,705
102
$2.63K 0.24%
69,512
-6,613
103
$2.59K 0.24%
24,363
-30,482
104
$2.47K 0.23%
23,290
+6,469
105
$2.45K 0.22%
43,578
+5,094
106
$2.44K 0.22%
9,869
-317
107
$2.41K 0.22%
30,913
+18,263
108
$2.4K 0.22%
21,667
+2,580
109
$2.38K 0.22%
22,701
+6,444
110
$2.37K 0.22%
37,038
+9,922
111
$2.29K 0.21%
39,759
+6,697
112
$2.23K 0.2%
41,218
-12,570
113
$2.21K 0.2%
79,011
+13,809
114
$2.2K 0.2%
16,361
+3,145
115
$2.19K 0.2%
+199,514
116
$2.15K 0.2%
73,317
+8,271
117
$2.12K 0.19%
22,325
+1,835
118
$2.12K 0.19%
27,922
+12,607
119
$2.11K 0.19%
15,224
+157
120
$2.11K 0.19%
27,082
+5,036
121
$2.1K 0.19%
+29,276
122
$2.02K 0.18%
47,175
+3,359
123
$2.02K 0.18%
14,082
+2,647
124
$1.89K 0.17%
35,483
+1,939
125
$1.87K 0.17%
39,072
-104
3 4
5
6 7