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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
576
$230K 0.02%
+9,150
577
$229K 0.02%
+6,422
578
$229K 0.02%
+4,090
579
$228K 0.02%
3,949
-622
580
$228K 0.02%
7,208
+2
581
$227K 0.02%
+11,250
582
$226K 0.02%
+13,219
583
$225K 0.02%
+12,876
584
$224K 0.02%
4,815
+455
585
$224K 0.02%
+3,274
586
$223K 0.02%
+2,820
587
$221K 0.02%
+1,369
588
$220K 0.02%
+2,883
589
$220K 0.02%
+1,738
590
$219K 0.02%
+3,815
591
$219K 0.02%
+14,490
592
$218K 0.02%
+5,808
593
$218K 0.02%
+2,189
594
$217K 0.02%
+3,242
595
$217K 0.02%
+2,184
596
$215K 0.02%
+3,329
597
$214K 0.02%
+6,530
598
$214K 0.02%
+2,224
599
$214K 0.02%
14,395
+3,300
600
$213K 0.02%
4,445
-127
22 23
24
25 26