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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
$13.7B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,079
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$81.5M
3
+$64.2M
4
AAPL icon
Apple
AAPL
+$49.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$37M

Top Sells

1
+$30.3M
2
+$18.1M
3
+$14.9M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$8.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.17M

Sector Composition

1 Technology 15.43%
2 Financials 5.84%
3 Healthcare 5.21%
4 Consumer Discretionary 4.33%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.4M 0.09%
49,460
+13,338
227
$12.3M 0.09%
115,477
+23,801
228
$12.2M 0.09%
385,392
+90,519
229
$12.1M 0.09%
236,657
+66,762
230
$12M 0.09%
160,634
+5,054
231
$12M 0.09%
163,256
+174
232
$12M 0.09%
104,887
+1,517
233
$12M 0.09%
517,491
-35,695
234
$11.8M 0.09%
145,132
+54,978
235
$11.8M 0.09%
116,575
+7,071
236
$11.8M 0.09%
60,679
+425
237
$11.7M 0.09%
244,360
+77,107
238
$11.7M 0.09%
85,898
+18,452
239
$11.6M 0.08%
14,117
+3,691
240
$11.5M 0.08%
68,080
+2,464
241
$11.4M 0.08%
274,740
+148,973
242
$11.3M 0.08%
424,213
-25,841
243
$11.2M 0.08%
164,255
+4,679
244
$11.2M 0.08%
133,431
-34,794
245
$11.2M 0.08%
105,157
-284,568
246
$11.1M 0.08%
115,103
+15,278
247
$11M 0.08%
38,038
+6,205
248
$11M 0.08%
19,124
+5,848
249
$10.9M 0.08%
214,639
+10,620
250
$10.8M 0.08%
303,033
+11,931
8 9
10
11 12