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
1401
$259K ﹤0.01%
+2,213
1402
$259K ﹤0.01%
8,563
+221
1403
$259K ﹤0.01%
+11,175
1404
$258K ﹤0.01%
+12,254
1405
$258K ﹤0.01%
16,924
+188
1406
$258K ﹤0.01%
+2,768
1407
$256K ﹤0.01%
+15,295
1408
$256K ﹤0.01%
+6,017
1409
$255K ﹤0.01%
+3,644
1410
$255K ﹤0.01%
6,641
+38
1411
$254K ﹤0.01%
+4,639
1412
$253K ﹤0.01%
6,598
-354
1413
$253K ﹤0.01%
27,701
-3,269
1414
$252K ﹤0.01%
+1,612
1415
$251K ﹤0.01%
+3,746
1416
$251K ﹤0.01%
+7,452
1417
$250K ﹤0.01%
37,495
-1,718
1418
$249K ﹤0.01%
+3,752
1419
$249K ﹤0.01%
+2,135
1420
$249K ﹤0.01%
+5,507
1421
$248K ﹤0.01%
+6,518
1422
$248K ﹤0.01%
+15,015
1423
$247K ﹤0.01%
+18,998
1424
$246K ﹤0.01%
17,475
-263
1425
$246K ﹤0.01%
+8,865
55 56
57
58 59