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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
201
$1.27M 0.1%
11,278
+380
202
$1.27M 0.1%
17,214
+2,406
203
$1.26M 0.1%
11,408
+1,709
204
$1.24M 0.1%
9,566
+1,227
205
$1.22M 0.09%
20,787
+2,925
206
$1.21M 0.09%
25,706
+8,441
207
$1.2M 0.09%
29,000
+350
208
$1.2M 0.09%
92,700
209
$1.2M 0.09%
12,969
+2,267
210
$1.2M 0.09%
11,157
-340
211
$1.16M 0.09%
15,588
-420
212
$1.15M 0.09%
38,621
+1,518
213
$1.14M 0.09%
10,512
+6,840
214
$1.14M 0.09%
22,017
+1,582
215
$1.13M 0.09%
33,249
-247
216
$1.13M 0.09%
5,430
-254
217
$1.12M 0.09%
12,396
+2,667
218
$1.12M 0.09%
19,544
-5,204
219
$1.08M 0.08%
13,041
+87
220
$1.08M 0.08%
43,185
+18,121
221
$1.07M 0.08%
13,282
+6,862
222
$1.07M 0.08%
16,422
+3,102
223
$1.06M 0.08%
11,760
+6,580
224
$1.06M 0.08%
42,980
+21,250
225
$1.06M 0.08%
28,310
+17,310
7 8
9
10 11