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NewEdge Advisors Portfolio holdings

AUM $16.8B
This Quarter Return
-1.41%
1 Year Return
+10.5%
3 Year Return
+33.28%
5 Year Return
+137.69%
10 Year Return
+214.56%
AUM
$16.8B
AUM Growth
+$192M
Cap. Flow
+$705M
Cap. Flow %
4.19%
Top 10 Hldgs %
17.96%
Holding
4,153
New
254
Increased
1,507
Reduced
1,318
Closed
196

Top Buys

1
$56.5M
2
$47.8M
3
$39.5M
4
$38.7M
5
$29.3M

Top Sells

1
$34M
2
$29M
3
$20.6M
4
$19M
5
$17.4M

Sector Composition

1Technology13.52%
2Financials7.08%
3Consumer Discretionary4.58%
4Healthcare4.37%
5Industrials2.98%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$746K﹤0.01% 51,952
+675
+1%
+$9.69K
$745K﹤0.01% 14,454
+8,105
+128%
+$418K
$743K﹤0.01% 4,238
+1,504
+55%
+$264K
$739K﹤0.01% 15,519
+8
+0.1%
+$381
$737K﹤0.01% 27,161––
$736K﹤0.01% 34,875
-500
-1%
-$10.5K
$735K﹤0.01% 8,804
-232
-3%
-$19.4K
$734K﹤0.01% 12,837
-424
-3%
-$24.3K
$733K﹤0.01% 30,551
-6,938
-19%
-$166K
$732K﹤0.01% 10,810
-12
-0.1%
-$813
$731K﹤0.01% 7,377
-1,399
-16%
-$139K
$728K﹤0.01% 19,342
+16,399
+557%
+$617K
$727K﹤0.01% 28,712
+8,559
+42%
+$217K
$726K﹤0.01% 11,841
-6,033
-34%
-$370K
$726K﹤0.01% 6,625
-139
-2%
-$15.2K
$726K﹤0.01% 7,985
+4,009
+101%
+$364K
$725K﹤0.01% 14,865
-1,044
-7%
-$50.9K
$723K﹤0.01% 47,051
+19,818
+73%
+$304K
$723K﹤0.01% 5,783
-807
-12%
-$101K
$722K﹤0.01% 10,499––
$722K﹤0.01%
+14,169
 New
+$722K
$722K﹤0.01% 21,214
+1,610
+8%
+$54.8K
$720K﹤0.01% 114,840
-3,200
-3%
-$20.1K
$718K﹤0.01% 5,687
-744
-12%
-$94K
$717K﹤0.01% 2,057
-508
-20%
-$177K
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