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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
1601
$71K ﹤0.01%
10,000
1602
$71K ﹤0.01%
2,688
1603
$70K ﹤0.01%
29,725
-1,870
1604
$70K ﹤0.01%
2,017
+166
1605
$68K ﹤0.01%
+10,100
1606
$64K ﹤0.01%
15,676
+1,521
1607
$63K ﹤0.01%
1,177
-628
1608
$60K ﹤0.01%
15,952
-1,003
1609
$59K ﹤0.01%
17,894
+4,978
1610
$59K ﹤0.01%
3,958
+219
1611
$58K ﹤0.01%
+3,920
1612
$58K ﹤0.01%
4,551
-287
1613
$58K ﹤0.01%
+16,071
1614
$57K ﹤0.01%
+12,700
1615
$49K ﹤0.01%
28,699
+3,213
1616
$48K ﹤0.01%
+12,264
1617
$48K ﹤0.01%
+679
1618
$41K ﹤0.01%
17,592
-1,107
1619
$41K ﹤0.01%
26,000
-1,100
1620
$35K ﹤0.01%
12,779
-803
1621
$35K ﹤0.01%
+17,885
1622
$35K ﹤0.01%
21,000
-1,000
1623
$35K ﹤0.01%
23,000
1624
$32K ﹤0.01%
10,503
-661
1625
$29K ﹤0.01%
120
63 64
65
66 67