NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$8.74M
3
+$8.55M
4
DFS
Discover Financial Services
DFS
+$8.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.01M

Top Sells

1
+$13.1M
2
+$7.39M
3
+$6.76M
4
INTC icon
Intel
INTC
+$5.32M
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$4.78M

Sector Composition

1 Technology 9.98%
2 Financials 8.91%
3 Industrials 7.16%
4 Consumer Discretionary 4.63%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$465K 0.04%
+11,465
377
$463K 0.04%
21,061
+10,876
378
$463K 0.04%
8,250
+855
379
$462K 0.04%
+10,438
380
$462K 0.04%
9,878
+3,700
381
$462K 0.04%
6,342
+992
382
$460K 0.04%
6,793
+514
383
$460K 0.04%
+15,705
384
$459K 0.04%
+8,072
385
$458K 0.04%
16,915
+8,640
386
$456K 0.04%
4,460
+1,005
387
$455K 0.04%
3,431
+32
388
$449K 0.03%
21,166
+4,398
389
$449K 0.03%
+8,196
390
$442K 0.03%
+8,484
391
$441K 0.03%
+4,050
392
$440K 0.03%
29,490
+5,732
393
$438K 0.03%
+5,377
394
$438K 0.03%
6,374
+1,191
395
$437K 0.03%
6,109
+24
396
$433K 0.03%
8,472
+940
397
$433K 0.03%
+2,850
398
$432K 0.03%
4,877
+1,540
399
$428K 0.03%
+8,917
400
$428K 0.03%
5,681
+190
14 15
16
17 18