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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
876
$749K 0.01%
29,609
+2,510
877
$748K 0.01%
13,236
+7,939
878
$747K 0.01%
14,339
-3,008
879
$747K 0.01%
29,922
+2,559
880
$746K 0.01%
+8,750
881
$746K 0.01%
+5,528
882
$744K 0.01%
5,370
+2,501
883
$744K 0.01%
16,615
+6,790
884
$743K 0.01%
9,969
+3,644
885
$737K 0.01%
+3,858
886
$736K 0.01%
87,789
-2,160
887
$734K 0.01%
+38,285
888
$732K 0.01%
+47,833
889
$726K 0.01%
+27,727
890
$725K 0.01%
14,207
-640
891
$720K 0.01%
+43,561
892
$719K 0.01%
10,760
+7,272
893
$718K 0.01%
32,996
+8,354
894
$718K 0.01%
+24,669
895
$717K 0.01%
13,548
-450
896
$717K 0.01%
5,305
+1,245
897
$715K 0.01%
44,164
+30,056
898
$715K 0.01%
+25,616
899
$714K 0.01%
16,939
-5,196
900
$713K 0.01%
16,782
+1,190
34 35
36
37 38