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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
1551
$195K ﹤0.01%
11,231
-1,180
1552
$194K ﹤0.01%
5,615
-1,831
1553
$194K ﹤0.01%
+10,058
1554
$194K ﹤0.01%
15,000
1555
$192K ﹤0.01%
6,550
-225
1556
$192K ﹤0.01%
4,056
+1
1557
$191K ﹤0.01%
24,800
+500
1558
$191K ﹤0.01%
1,355
+979
1559
$191K ﹤0.01%
22,043
+140
1560
$188K ﹤0.01%
35,507
+1,245
1561
$188K ﹤0.01%
15,643
+7,762
1562
$187K ﹤0.01%
21,902
-300
1563
$186K ﹤0.01%
24,048
+10,382
1564
$185K ﹤0.01%
37,098
+2,495
1565
$185K ﹤0.01%
15,982
-270
1566
$184K ﹤0.01%
1,996
+1,453
1567
$183K ﹤0.01%
12,493
+4,098
1568
$182K ﹤0.01%
16,029
+11,929
1569
$180K ﹤0.01%
17,377
+2,094
1570
$180K ﹤0.01%
4,440
-3,469
1571
$180K ﹤0.01%
6,205
-8,030
1572
$179K ﹤0.01%
1,716
-303
1573
$179K ﹤0.01%
3,727
+2,327
1574
$179K ﹤0.01%
26,980
-3,158
1575
$179K ﹤0.01%
2,357
-5,257
61 62
63
64 65