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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
526
$268K 0.02%
+12,457
527
$266K 0.02%
3,953
-833
528
$266K 0.02%
+2,935
529
$266K 0.02%
+39,093
530
$264K 0.02%
+9,168
531
$262K 0.02%
+5,229
532
$261K 0.02%
5,601
-1,584
533
$260K 0.02%
1,471
+19
534
$258K 0.02%
1,446
-122
535
$257K 0.02%
13,851
536
$257K 0.02%
5,762
-206
537
$255K 0.02%
2,369
-27
538
$255K 0.02%
6,708
+109
539
$255K 0.02%
5,864
+508
540
$251K 0.02%
12,133
+2,325
541
$250K 0.02%
+8,694
542
$249K 0.02%
+6,306
543
$249K 0.02%
+2,888
544
$248K 0.02%
3,920
+38
545
$247K 0.02%
731
+10
546
$245K 0.02%
55,380
547
$245K 0.02%
+2,891
548
$244K 0.02%
+6,658
549
$244K 0.02%
+1,484
550
$243K 0.02%
+2,051
20 21
22
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