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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 6.89%
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
1451
$234K ﹤0.01%
+3,337
1452
$234K ﹤0.01%
18,035
+662
1453
$231K ﹤0.01%
3,873
-6,851
1454
$231K ﹤0.01%
+3,091
1455
$231K ﹤0.01%
+13,956
1456
$231K ﹤0.01%
3,078
-2,050
1457
$231K ﹤0.01%
+16,100
1458
$231K ﹤0.01%
22,382
+5,498
1459
$230K ﹤0.01%
+12,245
1460
$230K ﹤0.01%
9,233
-278
1461
$230K ﹤0.01%
+5,284
1462
$229K ﹤0.01%
+3,166
1463
$229K ﹤0.01%
+16,182
1464
$228K ﹤0.01%
+1,001
1465
$228K ﹤0.01%
12,736
+723
1466
$228K ﹤0.01%
+19,500
1467
$227K ﹤0.01%
+16,405
1468
$227K ﹤0.01%
+3,669
1469
$227K ﹤0.01%
6,146
1470
$226K ﹤0.01%
+4,878
1471
$226K ﹤0.01%
2,453
-5,952
1472
$226K ﹤0.01%
+16,716
1473
$226K ﹤0.01%
+13,900
1474
$225K ﹤0.01%
+21,668
1475
$225K ﹤0.01%
+21,300
57 58
59
60 61