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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
1351
$287K ﹤0.01%
+30,650
1352
$286K ﹤0.01%
15,600
-632
1353
$286K ﹤0.01%
+3,859
1354
$284K ﹤0.01%
+7,587
1355
$284K ﹤0.01%
+2,446
1356
$283K ﹤0.01%
+6,937
1357
$282K ﹤0.01%
+10,903
1358
$282K ﹤0.01%
10,898
-787
1359
$281K ﹤0.01%
4,176
1360
$281K ﹤0.01%
+14,599
1361
$281K ﹤0.01%
11,364
-760
1362
$281K ﹤0.01%
+15,969
1363
$280K ﹤0.01%
8,881
+1,432
1364
$280K ﹤0.01%
10,730
-815
1365
$279K ﹤0.01%
3,011
-717
1366
$278K ﹤0.01%
15,493
-4,904
1367
$275K ﹤0.01%
+16,436
1368
$274K ﹤0.01%
+2,740
1369
$272K ﹤0.01%
+1,698
1370
$272K ﹤0.01%
+1,257
1371
$271K ﹤0.01%
+19,975
1372
$271K ﹤0.01%
+2,936
1373
$271K ﹤0.01%
3,157
-130
1374
$271K ﹤0.01%
+6,963
1375
$271K ﹤0.01%
+9,574
53 54
55
56 57