NA

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
126
$1.86K 0.17%
54,412
+9,813
127
$1.85K 0.17%
23,454
+2,950
128
$1.81K 0.17%
36,717
-130
129
$1.78K 0.16%
+44,425
130
$1.77K 0.16%
30,246
+3,391
131
$1.77K 0.16%
9,488
+2,476
132
$1.75K 0.16%
26,631
+824
133
$1.75K 0.16%
29,417
+4,707
134
$1.73K 0.16%
30,640
+1,140
135
$1.72K 0.16%
65,008
+5,135
136
$1.72K 0.16%
83,449
+11,079
137
$1.71K 0.16%
16,263
+4,592
138
$1.7K 0.16%
7,864
+67
139
$1.7K 0.16%
29,579
+5,450
140
$1.69K 0.15%
279,280
+17,840
141
$1.66K 0.15%
+65,520
142
$1.66K 0.15%
8,419
-531
143
$1.66K 0.15%
10,543
+1,221
144
$1.66K 0.15%
19,602
+1,736
145
$1.66K 0.15%
56,295
+1,097
146
$1.65K 0.15%
36,309
+1,424
147
$1.65K 0.15%
10,526
+2,003
148
$1.63K 0.15%
21,252
+904
149
$1.62K 0.15%
+29,165
150
$1.62K 0.15%
14,685
+2,722