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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
1776
$89.8K ﹤0.01%
3,240
-155
1777
$89.7K ﹤0.01%
8,066
-6,637
1778
$89.7K ﹤0.01%
656
-1,409
1779
$89.7K ﹤0.01%
575
-457
1780
$89.6K ﹤0.01%
767
-321
1781
$89.1K ﹤0.01%
2,070
+7
1782
$88.8K ﹤0.01%
5,417
+76
1783
$88.6K ﹤0.01%
1,227
-27
1784
$88.5K ﹤0.01%
10,921
-112
1785
$88.4K ﹤0.01%
13,830
+12,044
1786
$88.4K ﹤0.01%
2,155
-1,486
1787
$88.1K ﹤0.01%
12,826
-2,192
1788
$87.9K ﹤0.01%
+10,000
1789
$87.2K ﹤0.01%
1,596
-5,094
1790
$87.2K ﹤0.01%
2,598
-2,509
1791
$86.9K ﹤0.01%
5,557
-13,269
1792
$86.7K ﹤0.01%
1,985
+861
1793
$85.8K ﹤0.01%
2,336
-1,410
1794
$85.8K ﹤0.01%
936
-176
1795
$85.8K ﹤0.01%
200
-225
1796
$85.7K ﹤0.01%
4,314
1797
$85.5K ﹤0.01%
1,849
-1,975
1798
$85.1K ﹤0.01%
6,177
1799
$85K ﹤0.01%
1,345
+722
1800
$84.9K ﹤0.01%
11,700
+1,500
70 71
72
73 74