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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
$6.63B
AUM Growth
+$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,724
New
Increased
Reduced
Closed

Top Buys

1
+$84.8M
2
+$66.3M
3
+$60.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$50.9M
5
MSFT icon
Microsoft
MSFT
+$49.7M

Top Sells

1
+$24.1M
2
+$13.2M
3
+$13.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.6M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$6.16M

Sector Composition

1 Technology 13.91%
2 Financials 6.9%
3 Consumer Discretionary 5.8%
4 Healthcare 5.5%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.02M 0.03%
66,151
+8,412
452
$2.02M 0.03%
27,130
+2,533
453
$2.02M 0.03%
12,495
+865
454
$2.01M 0.03%
30,889
+287
455
$2.01M 0.03%
58,743
-70,424
456
$2M 0.03%
53,225
+5,340
457
$2M 0.03%
+108,918
458
$1.99M 0.03%
8,459
+3,104
459
$1.98M 0.03%
53,262
+12,257
460
$1.98M 0.03%
7,905
+3,164
461
$1.98M 0.03%
50,524
+11,280
462
$1.93M 0.03%
18,680
+11,140
463
$1.92M 0.03%
8,779
+1,767
464
$1.92M 0.03%
83,091
-9,860
465
$1.92M 0.03%
39,033
+15,389
466
$1.91M 0.03%
58,471
+51,214
467
$1.91M 0.03%
86,503
+13,306
468
$1.9M 0.03%
6,332
+2,631
469
$1.9M 0.03%
+15,527
470
$1.9M 0.03%
40,419
+2,779
471
$1.89M 0.03%
+9,051
472
$1.89M 0.03%
38,620
+19,098
473
$1.88M 0.03%
9,316
+531
474
$1.88M 0.03%
16,974
-113
475
$1.88M 0.03%
12,332
+5
17 18
19
20 21