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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
1276
$330K 0.01%
2,921
-222
1277
$330K 0.01%
2,243
1278
$329K 0.01%
+10,335
1279
$328K ﹤0.01%
17,243
+2,045
1280
$328K ﹤0.01%
+23,042
1281
$328K ﹤0.01%
+10,110
1282
$327K ﹤0.01%
35,015
-1,120
1283
$327K ﹤0.01%
5,827
-20
1284
$326K ﹤0.01%
20,949
+75
1285
$325K ﹤0.01%
10,430
+763
1286
$324K ﹤0.01%
+16,048
1287
$324K ﹤0.01%
+2,459
1288
$323K ﹤0.01%
+21,434
1289
$323K ﹤0.01%
2,060
-106
1290
$322K ﹤0.01%
5,910
-560
1291
$322K ﹤0.01%
+4,057
1292
$321K ﹤0.01%
8,749
+332
1293
$319K ﹤0.01%
+13,291
1294
$319K ﹤0.01%
+25,062
1295
$318K ﹤0.01%
4,448
+687
1296
$318K ﹤0.01%
+26,320
1297
$318K ﹤0.01%
+15,282
1298
$317K ﹤0.01%
10,000
1299
$317K ﹤0.01%
+22,008
1300
$317K ﹤0.01%
+2,834
50 51
52
53 54