NA

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
851
$790K 0.01%
+1,211
852
$790K 0.01%
6,599
+2,936
853
$789K 0.01%
+6,655
854
$787K 0.01%
+5,873
855
$786K 0.01%
3,423
+1,191
856
$786K 0.01%
26,237
+11,728
857
$783K 0.01%
36,904
+7,025
858
$783K 0.01%
12,835
-1,643
859
$779K 0.01%
33,529
+2,526
860
$776K 0.01%
+67,907
861
$776K 0.01%
+5,880
862
$770K 0.01%
+42,825
863
$770K 0.01%
+25,627
864
$770K 0.01%
+9,584
865
$766K 0.01%
3,264
-1,273
866
$764K 0.01%
+10,563
867
$762K 0.01%
+106,400
868
$761K 0.01%
+22,546
869
$758K 0.01%
112,105
+3,750
870
$757K 0.01%
8,362
+3,557
871
$755K 0.01%
+69,695
872
$753K 0.01%
+12,440
873
$752K 0.01%
+8,386
874
$751K 0.01%
6,572
+302
875
$749K 0.01%
+26,645
33 34
35
36 37