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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
1076
$503K 0.01%
16,884
+8,414
1077
$502K 0.01%
+10,619
1078
$502K 0.01%
+12,199
1079
$502K 0.01%
+2,584
1080
$501K 0.01%
+8,917
1081
$501K 0.01%
149,475
+12,475
1082
$499K 0.01%
+31,528
1083
$498K 0.01%
+76,800
1084
$495K 0.01%
+18,106
1085
$493K 0.01%
+45,000
1086
$492K 0.01%
+9,549
1087
$489K 0.01%
+4,082
1088
$488K 0.01%
+9,700
1089
$488K 0.01%
+5,607
1090
$488K 0.01%
+3,141
1091
$487K 0.01%
+3,403
1092
$485K 0.01%
+8,639
1093
$484K 0.01%
+6,496
1094
$484K 0.01%
+33,611
1095
$483K 0.01%
19,800
+8,937
1096
$481K 0.01%
+11,387
1097
$481K 0.01%
+8,148
1098
$481K 0.01%
+7,954
1099
$479K 0.01%
28,007
+15,248
1100
$479K 0.01%
+1,231
42 43
44
45 46