NA

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
1251
$348K 0.01%
13,119
-17,436
1252
$348K 0.01%
6,707
-12,086
1253
$347K 0.01%
+22,902
1254
$347K 0.01%
11,355
+7
1255
$347K 0.01%
6,660
-81
1256
$347K 0.01%
+3,572
1257
$346K 0.01%
409
-739
1258
$346K 0.01%
5,239
+415
1259
$345K 0.01%
+8,562
1260
$345K 0.01%
8,056
-247
1261
$341K 0.01%
+9,384
1262
$339K 0.01%
8,249
+432
1263
$337K 0.01%
+23,327
1264
$337K 0.01%
+16,014
1265
$337K 0.01%
+2,094
1266
$335K 0.01%
11,553
-1,220
1267
$334K 0.01%
+64,191
1268
$334K 0.01%
3,029
+180
1269
$334K 0.01%
+27,625
1270
$333K 0.01%
2,552
-10
1271
$332K 0.01%
+4,841
1272
$332K 0.01%
+52,000
1273
$332K 0.01%
+12,384
1274
$331K 0.01%
10,074
-30
1275
$330K 0.01%
2,191
+38
49 50
51
52 53