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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
1151
$426K 0.01%
+31,390
1152
$425K 0.01%
+20,333
1153
$424K 0.01%
+35,344
1154
$424K 0.01%
1,571
+654
1155
$421K 0.01%
+8,565
1156
$419K 0.01%
+5,811
1157
$419K 0.01%
15,785
-225
1158
$417K 0.01%
8,156
+683
1159
$417K 0.01%
+6,017
1160
$417K 0.01%
1,527
+578
1161
$416K 0.01%
24,381
-359,150
1162
$416K 0.01%
7,058
+172
1163
$416K 0.01%
16,141
+2,849
1164
$415K 0.01%
3,047
+103
1165
$414K 0.01%
+6,125
1166
$413K 0.01%
2,305
+136
1167
$412K 0.01%
+6,246
1168
$412K 0.01%
14,577
-859
1169
$411K 0.01%
+18,850
1170
$410K 0.01%
+8,222
1171
$408K 0.01%
+39,947
1172
$407K 0.01%
+4,259
1173
$407K 0.01%
+37,973
1174
$406K 0.01%
30,902
+17,818
1175
$405K 0.01%
+33,366
45 46
47
48 49