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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
551
$242K 0.02%
7,472
-5,961
552
$242K 0.02%
+6,041
553
$242K 0.02%
2,189
-57
554
$241K 0.02%
+4,619
555
$240K 0.02%
1,048
+47
556
$240K 0.02%
8,734
+13
557
$239K 0.02%
+4,872
558
$239K 0.02%
12,700
559
$239K 0.02%
+7,036
560
$238K 0.02%
10,132
-2,482
561
$238K 0.02%
4,110
562
$237K 0.02%
6,635
-3,780
563
$237K 0.02%
3,424
+32
564
$237K 0.02%
5,496
-25
565
$237K 0.02%
3,169
-439
566
$237K 0.02%
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567
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8,609
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568
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2,831
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569
$235K 0.02%
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570
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571
$235K 0.02%
6,083
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572
$234K 0.02%
9,844
+52
573
$233K 0.02%
+10,004
574
$233K 0.02%
+1,147
575
$233K 0.02%
4,190
-113
21 22
23
24 25