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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
$19.4B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,203
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$53M
3
+$40.1M
4
SNX icon
TD Synnex
SNX
+$37.7M
5
T icon
AT&T
T
+$37M

Top Sells

1
+$127M
2
+$95.2M
3
+$37M
4
ORCL icon
Oracle
ORCL
+$36.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.3M

Sector Composition

1 Technology 14.96%
2 Financials 7.01%
3 Consumer Discretionary 4.43%
4 Healthcare 3.73%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$435K ﹤0.01%
11,022
1777
$435K ﹤0.01%
4,347
-1,183
1778
$434K ﹤0.01%
12,575
-24,950
1779
$433K ﹤0.01%
18,593
-674
1780
$433K ﹤0.01%
8,898
-1,625
1781
$432K ﹤0.01%
26,087
-7,265
1782
$432K ﹤0.01%
4,967
-160
1783
$431K ﹤0.01%
5,406
-11,144
1784
$431K ﹤0.01%
9,304
+4,910
1785
$430K ﹤0.01%
23,062
+9,009
1786
$429K ﹤0.01%
42,741
+6,115
1787
$429K ﹤0.01%
15,540
+3,965
1788
$428K ﹤0.01%
+6,690
1789
$428K ﹤0.01%
8,979
+6,701
1790
$427K ﹤0.01%
9,091
-875
1791
$427K ﹤0.01%
6,304
+4,727
1792
$426K ﹤0.01%
25,218
-11,826
1793
$425K ﹤0.01%
14,945
-492
1794
$425K ﹤0.01%
7,204
+1,579
1795
$423K ﹤0.01%
3,010
+2,584
1796
$423K ﹤0.01%
57,624
+7,344
1797
$423K ﹤0.01%
14,000
-1,222
1798
$422K ﹤0.01%
116,962
+111,647
1799
$421K ﹤0.01%
7,222
+315
1800
$419K ﹤0.01%
20,568
70 71
72
73 74