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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
426
$391K 0.03%
7,422
-164
427
$389K 0.03%
21,188
+4,594
428
$387K 0.03%
4,460
+250
429
$384K 0.03%
1,715
-407
430
$383K 0.03%
+14,072
431
$382K 0.03%
+7,609
432
$382K 0.03%
+7,578
433
$381K 0.03%
7,881
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434
$381K 0.03%
41,159
+20,305
435
$381K 0.03%
+7,971
436
$379K 0.03%
12,000
437
$375K 0.03%
85,800
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438
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439
$373K 0.03%
1,527
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440
$372K 0.03%
+7,107
441
$370K 0.03%
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442
$366K 0.03%
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443
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444
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3,701
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445
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446
$361K 0.03%
8,713
-1,761
447
$360K 0.03%
2,480
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448
$359K 0.03%
4,345
-106
449
$358K 0.03%
6,492
-907
450
$357K 0.03%
7,960
+812
16 17
18
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