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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
476
$1.88M 0.03%
9,098
+3,414
477
$1.84M 0.03%
63,949
+40,623
478
$1.84M 0.03%
13,250
+5,144
479
$1.83M 0.03%
23,334
+1,582
480
$1.83M 0.03%
+114,696
481
$1.82M 0.03%
30,993
+19,040
482
$1.82M 0.03%
155,442
+7,201
483
$1.82M 0.03%
20,033
-8,581
484
$1.82M 0.03%
20,529
+2,108
485
$1.81M 0.03%
17,842
+4,125
486
$1.8M 0.03%
88,767
-1,066
487
$1.79M 0.03%
5,737
+1,170
488
$1.79M 0.03%
+15,850
489
$1.78M 0.03%
35,405
+8,911
490
$1.78M 0.03%
13,785
+1,315
491
$1.77M 0.03%
7,902
+4,830
492
$1.77M 0.03%
89,756
-2,637
493
$1.76M 0.03%
69,670
+7,377
494
$1.76M 0.03%
20,213
+10,913
495
$1.75M 0.03%
26,386
-3,041
496
$1.75M 0.03%
8,523
+1,633
497
$1.71M 0.03%
20,298
+10,955
498
$1.71M 0.03%
+19,996
499
$1.71M 0.03%
13,995
+10
500
$1.71M 0.03%
33,587
-974
18 19
20
21 22