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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$9.38K
2
+$9.14K
3
+$7.93K
4
INTC icon
Intel
INTC
+$7.68K
5
PNC icon
PNC Financial Services
PNC
+$7.12K

Top Sells

1
+$6.19M
2
+$1.62M
3
+$1.15M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$857K
5
THD icon
iShares MSCI Thailand ETF
THD
+$705K

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3K 3.68%
36,800
-340
2
$35.4K 3.24%
130,340
+5,109
3
$30.3K 2.77%
110,773
+13,738
4
$18.2K 1.66%
389,332
+48,416
5
$17K 1.55%
160,261
-2,684
6
$15.8K 1.44%
157,694
-1,174
7
$14.8K 1.36%
59,387
+13,517
8
$14.7K 1.34%
139,473
+89,266
9
$13.3K 1.21%
341,180
+15,415
10
$12.8K 1.17%
66,007
+47,102
11
$12.6K 1.15%
86,948
+4,520
12
$12.1K 1.11%
74,382
+2,016
13
$11.9K 1.08%
277,398
-8,325
14
$11.8K 1.07%
278,260
+14,592
15
$11.3K 1.04%
33,743
+23,581
16
$11.3K 1.03%
203,405
+12,070
17
$11.2K 1.02%
101,708
+1,743
18
$11.1K 1.01%
140,647
+22,223
19
$11K 1%
36,715
+5,169
20
$10.9K 1%
46,861
+658
21
$10.4K 0.95%
101,966
+1,036
22
$10.3K 0.94%
78,997
-1,157
23
$10.3K 0.94%
215,130
+17,425
24
$9.97K 0.91%
153,014
+11,030
25
$9.89K 0.9%
68,345
+4,962
1
2 3 4 5