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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
1326
$302K ﹤0.01%
8,412
-3,428
1327
$302K ﹤0.01%
+8,545
1328
$302K ﹤0.01%
+18,682
1329
$302K ﹤0.01%
+7,676
1330
$301K ﹤0.01%
13,970
-3,358
1331
$299K ﹤0.01%
33,190
-1,767
1332
$299K ﹤0.01%
+42,100
1333
$299K ﹤0.01%
+21,389
1334
$298K ﹤0.01%
+16,308
1335
$298K ﹤0.01%
6,931
+161
1336
$297K ﹤0.01%
+24,338
1337
$296K ﹤0.01%
+4,443
1338
$295K ﹤0.01%
+2,546
1339
$293K ﹤0.01%
1,253
-12
1340
$293K ﹤0.01%
4,422
-10
1341
$293K ﹤0.01%
3,844
1342
$292K ﹤0.01%
1,144
+4
1343
$292K ﹤0.01%
4,594
-162
1344
$292K ﹤0.01%
+34,092
1345
$291K ﹤0.01%
19,239
+1,440
1346
$289K ﹤0.01%
+7,998
1347
$289K ﹤0.01%
+2,785
1348
$288K ﹤0.01%
+3,314
1349
$288K ﹤0.01%
+1,181
1350
$288K ﹤0.01%
+4,257
52 53
54
55 56