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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
526
$1.6M 0.02%
47,667
-63,139
527
$1.6M 0.02%
19,745
+12,547
528
$1.6M 0.02%
39,697
-13,959
529
$1.6M 0.02%
3,385
+2,639
530
$1.59M 0.02%
44,156
+31,080
531
$1.58M 0.02%
4,030
+1,276
532
$1.58M 0.02%
+256,432
533
$1.58M 0.02%
11,865
+793
534
$1.57M 0.02%
19,768
+13,184
535
$1.57M 0.02%
+25,858
536
$1.56M 0.02%
+172,074
537
$1.56M 0.02%
14,563
+10,072
538
$1.56M 0.02%
31,393
+4,121
539
$1.56M 0.02%
6,504
+115
540
$1.56M 0.02%
24,950
+13,711
541
$1.56M 0.02%
13,854
+11,541
542
$1.55M 0.02%
+46,290
543
$1.55M 0.02%
26,322
+21,087
544
$1.54M 0.02%
+19,820
545
$1.54M 0.02%
+8,444
546
$1.53M 0.02%
36,650
+14,792
547
$1.5M 0.02%
30,023
+15,726
548
$1.5M 0.02%
13,777
+1,910
549
$1.5M 0.02%
9,974
+1,892
550
$1.5M 0.02%
31,244
+9,918
20 21
22
23 24