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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
1176
$404K 0.01%
+34,537
1177
$404K 0.01%
+23,100
1178
$403K 0.01%
+279
1179
$403K 0.01%
+6,630
1180
$402K 0.01%
+9,528
1181
$401K 0.01%
+5,441
1182
$400K 0.01%
+3,683
1183
$400K 0.01%
7,975
+1,990
1184
$399K 0.01%
+24,213
1185
$399K 0.01%
3,128
-167
1186
$398K 0.01%
+19,777
1187
$398K 0.01%
11,553
-790
1188
$397K 0.01%
2,621
-2,493
1189
$395K 0.01%
14,692
-492,633
1190
$394K 0.01%
7,217
+461
1191
$394K 0.01%
+3,872
1192
$394K 0.01%
+3,197
1193
$394K 0.01%
+38,747
1194
$394K 0.01%
+11,791
1195
$393K 0.01%
+7,953
1196
$390K 0.01%
+66
1197
$388K 0.01%
+4,264
1198
$386K 0.01%
125,243
+7,367
1199
$386K 0.01%
+41,510
1200
$386K 0.01%
+15,475
46 47
48
49 50