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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
1876
$68.1K ﹤0.01%
699
1877
$67.9K ﹤0.01%
1,344
+1
1878
$67.8K ﹤0.01%
2,617
-860
1879
$67.7K ﹤0.01%
7,635
-892
1880
$67.5K ﹤0.01%
455
-430
1881
$67K ﹤0.01%
2,145
-6,400
1882
$66.9K ﹤0.01%
1,602
-307
1883
$66.7K ﹤0.01%
2,136
-1,298
1884
$66.7K ﹤0.01%
3,010
-31,369
1885
$66.4K ﹤0.01%
3,620
-1,332
1886
$66.3K ﹤0.01%
1,932
-877
1887
$65.6K ﹤0.01%
474
-1,517
1888
$65.6K ﹤0.01%
1,310
-225
1889
$65.5K ﹤0.01%
888
-967
1890
$65.1K ﹤0.01%
235
-319
1891
$65.1K ﹤0.01%
4,475
-1,001
1892
$65.1K ﹤0.01%
689
+243
1893
$65.1K ﹤0.01%
766
-124
1894
$65K ﹤0.01%
2,772
+1,650
1895
$64.8K ﹤0.01%
1,975
-6,187
1896
$64.7K ﹤0.01%
2,645
-2,079
1897
$64.4K ﹤0.01%
846
+802
1898
$64.3K ﹤0.01%
1,308
1899
$63.9K ﹤0.01%
694
-5,539
1900
$63.9K ﹤0.01%
3,230
+3,222
74 75
76
77 78