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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
2251
$25K ﹤0.01%
2,748
+16
2252
$24.9K ﹤0.01%
1,646
+221
2253
$24.8K ﹤0.01%
631
-51,271
2254
$24.8K ﹤0.01%
170
-635
2255
$24.6K ﹤0.01%
2,606
2256
$24.6K ﹤0.01%
389
-1,073
2257
$24.6K ﹤0.01%
806
-795
2258
$24.5K ﹤0.01%
5,204
-42,449
2259
$24.5K ﹤0.01%
2,951
-110
2260
$24.5K ﹤0.01%
1,067
+927
2261
$24.4K ﹤0.01%
74
-566
2262
$24.4K ﹤0.01%
386
-731
2263
$24.3K ﹤0.01%
331
-10
2264
$24.3K ﹤0.01%
962
+238
2265
$24.2K ﹤0.01%
561
-3,734
2266
$24.2K ﹤0.01%
1,000
-1,000
2267
$24.1K ﹤0.01%
526
-98
2268
$24K ﹤0.01%
212
-21
2269
$24K ﹤0.01%
171
-105
2270
$23.9K ﹤0.01%
546
+183
2271
$23.9K ﹤0.01%
3,292
+202
2272
$23.8K ﹤0.01%
384
-827
2273
$23.7K ﹤0.01%
345
-506
2274
$23.7K ﹤0.01%
1,383
-12,169
2275
$23.7K ﹤0.01%
55,062
+50,000
89 90
91
92 93