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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
$1.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$8.74M
3
+$8.55M
4
DFS
Discover Financial Services
DFS
+$8.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.01M

Top Sells

1
+$13.1M
2
+$7.39M
3
+$6.76M
4
INTC icon
Intel
INTC
+$5.32M
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$4.78M

Sector Composition

1 Technology 9.98%
2 Financials 8.91%
3 Industrials 7.16%
4 Consumer Discretionary 4.63%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.54M 0.12%
29,722
-94
177
$1.53M 0.12%
40,550
+1,135
178
$1.51M 0.12%
28,635
-1,158
179
$1.5M 0.12%
6,974
-890
180
$1.49M 0.11%
20,705
-1,938
181
$1.46M 0.11%
21,445
+1,833
182
$1.46M 0.11%
43,929
+7,964
183
$1.46M 0.11%
20,033
-1,321
184
$1.44M 0.11%
+28,722
185
$1.44M 0.11%
36,540
+2,549
186
$1.44M 0.11%
11,740
+7,698
187
$1.44M 0.11%
23,963
+8,077
188
$1.44M 0.11%
100,297
+108
189
$1.41M 0.11%
5,214
+3,659
190
$1.4M 0.11%
19,405
-1,579
191
$1.4M 0.11%
51,292
-5,003
192
$1.4M 0.11%
48,561
-4,488
193
$1.39M 0.11%
+33,785
194
$1.34M 0.1%
9,313
+823
195
$1.33M 0.1%
13,436
+4,070
196
$1.33M 0.1%
13,302
+1,955
197
$1.31M 0.1%
20,581
-2,018
198
$1.29M 0.1%
20,422
-5,567
199
$1.28M 0.1%
11,779
-548
200
$1.28M 0.1%
55,124
+1,004
6 7
8
9 10