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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
1226
$362K 0.01%
+16,970
1227
$362K 0.01%
+5,722
1228
$362K 0.01%
+13,519
1229
$361K 0.01%
+13,300
1230
$361K 0.01%
+29,736
1231
$360K 0.01%
+22,059
1232
$360K 0.01%
+11,504
1233
$359K 0.01%
4,912
-701
1234
$358K 0.01%
9,432
1235
$356K 0.01%
+4,578
1236
$356K 0.01%
+33,411
1237
$356K 0.01%
18,667
1238
$356K 0.01%
+5,367
1239
$355K 0.01%
7,478
-485
1240
$355K 0.01%
+9,839
1241
$354K 0.01%
+2,674
1242
$354K 0.01%
+2,309
1243
$353K 0.01%
+11,535
1244
$352K 0.01%
+4,174
1245
$352K 0.01%
+5,776
1246
$351K 0.01%
+3,854
1247
$351K 0.01%
+23,263
1248
$350K 0.01%
+12,992
1249
$350K 0.01%
9,963
+1,561
1250
$349K 0.01%
+31,806
48 49
50
51 52