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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
576
$1.41M 0.02%
+2,053
577
$1.41M 0.02%
21,924
+16,035
578
$1.41M 0.02%
1,044
+207
579
$1.4M 0.02%
19,368
+5,520
580
$1.4M 0.02%
3,583
+1,044
581
$1.4M 0.02%
18,156
+4,217
582
$1.39M 0.02%
+34,946
583
$1.39M 0.02%
+91,385
584
$1.39M 0.02%
9,078
+5,434
585
$1.38M 0.02%
83,557
+1,600
586
$1.37M 0.02%
35,268
-54,320
587
$1.37M 0.02%
63,857
+8,574
588
$1.37M 0.02%
+23,765
589
$1.37M 0.02%
18,984
+11,078
590
$1.36M 0.02%
74,678
+39,697
591
$1.36M 0.02%
44,343
+6,736
592
$1.35M 0.02%
7,830
+4,204
593
$1.35M 0.02%
22,444
+6,219
594
$1.35M 0.02%
+133,000
595
$1.35M 0.02%
20,041
+2,032
596
$1.35M 0.02%
61,840
+8,255
597
$1.35M 0.02%
6,018
+3,526
598
$1.34M 0.02%
+40,807
599
$1.34M 0.02%
8,053
+2,637
600
$1.34M 0.02%
21,594
+12,501
22 23
24
25 26