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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
1901
$62.9K ﹤0.01%
1,008
+680
1902
$62.8K ﹤0.01%
5,311
-17,469
1903
$62.6K ﹤0.01%
2,363
+1,881
1904
$62.2K ﹤0.01%
11,245
+6,883
1905
$62.1K ﹤0.01%
660
-661
1906
$62K ﹤0.01%
638
-326
1907
$62K ﹤0.01%
4,056
-1,216
1908
$61.7K ﹤0.01%
203
-159
1909
$61.5K ﹤0.01%
7,557
-8,510
1910
$61.5K ﹤0.01%
5,568
-3,416
1911
$61.4K ﹤0.01%
1,560
-35
1912
$61.3K ﹤0.01%
287
-120
1913
$61.2K ﹤0.01%
1,102
-166
1914
$61.1K ﹤0.01%
4,088
-79
1915
$61.1K ﹤0.01%
42,717
1916
$60.9K ﹤0.01%
990
-440
1917
$60.8K ﹤0.01%
2,564
+6
1918
$60.4K ﹤0.01%
810
+775
1919
$60.4K ﹤0.01%
+2,069
1920
$59.9K ﹤0.01%
3,072
-886
1921
$59.8K ﹤0.01%
15,700
-1,200
1922
$59.5K ﹤0.01%
2,995
-17,555
1923
$59.3K ﹤0.01%
1,235
+1,063
1924
$59.2K ﹤0.01%
3,168
+2,994
1925
$59.2K ﹤0.01%
1,703
+1,465
75 76
77
78 79