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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
776
$910K 0.01%
28,645
+3,899
777
$909K 0.01%
+32,515
778
$909K 0.01%
3,646
+540
779
$907K 0.01%
10,409
+4,730
780
$906K 0.01%
+6,748
781
$906K 0.01%
25,481
+12,669
782
$905K 0.01%
38,978
+3,827
783
$905K 0.01%
+94,698
784
$904K 0.01%
+8,341
785
$903K 0.01%
10,002
+6,594
786
$899K 0.01%
+53,312
787
$899K 0.01%
8,340
-2,510
788
$896K 0.01%
21,935
-120
789
$895K 0.01%
16,505
+10,505
790
$894K 0.01%
8,412
+3,879
791
$893K 0.01%
+11,670
792
$892K 0.01%
+8,683
793
$891K 0.01%
+46,037
794
$890K 0.01%
28,005
-27,850
795
$890K 0.01%
23,637
+15,678
796
$890K 0.01%
55,221
+43,904
797
$877K 0.01%
+1,294
798
$874K 0.01%
15,053
+389
799
$872K 0.01%
10,854
+1,225
800
$871K 0.01%
10,712
+1,453
30 31
32
33 34