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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
401
$426K 0.03%
+7,503
402
$426K 0.03%
9,650
+3,339
403
$424K 0.03%
1,721
+54
404
$423K 0.03%
+21,355
405
$423K 0.03%
13,112
+2,664
406
$423K 0.03%
3,858
+519
407
$422K 0.03%
5,274
+757
408
$418K 0.03%
+2,426
409
$418K 0.03%
+6,254
410
$417K 0.03%
13,935
+6,804
411
$416K 0.03%
9,502
-320
412
$414K 0.03%
+1,492
413
$407K 0.03%
20,325
+2,125
414
$405K 0.03%
8,171
+451
415
$403K 0.03%
16,338
+6,651
416
$402K 0.03%
5,849
+411
417
$399K 0.03%
3,545
-294
418
$397K 0.03%
2,234
-44
419
$396K 0.03%
+6,873
420
$396K 0.03%
+20,664
421
$396K 0.03%
+3,043
422
$394K 0.03%
1,606
+478
423
$394K 0.03%
14,340
+531
424
$393K 0.03%
+23,618
425
$392K 0.03%
4,377
+875
15 16
17
18 19