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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
976
$610K 0.01%
+7,169
977
$609K 0.01%
10,173
-217
978
$609K 0.01%
+8,996
979
$608K 0.01%
13,893
-1,012
980
$608K 0.01%
4,457
+2,800
981
$603K 0.01%
+2,945
982
$603K 0.01%
+7,832
983
$603K 0.01%
+10,049
984
$602K 0.01%
3,914
+1,679
985
$601K 0.01%
+23,425
986
$597K 0.01%
59,879
+31,695
987
$597K 0.01%
+16,170
988
$595K 0.01%
+7,337
989
$593K 0.01%
+5,660
990
$593K 0.01%
10,092
+5,259
991
$593K 0.01%
+3,931
992
$592K 0.01%
+2,613
993
$591K 0.01%
5,380
+146
994
$585K 0.01%
+14,382
995
$584K 0.01%
1,660
-4,146
996
$584K 0.01%
+12,401
997
$582K 0.01%
+210,900
998
$582K 0.01%
+23,279
999
$579K 0.01%
15,272
+9,476
1000
$579K 0.01%
42,020
-34,270
38 39
40
41 42