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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

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
2476
$32.5K ﹤0.01%
300
+91
2477
$32.2K ﹤0.01%
298
2478
$32.1K ﹤0.01%
1,552
-34
2479
$32K ﹤0.01%
2,323
+2,208
2480
$31.7K ﹤0.01%
19,015
+15,005
2481
$31.6K ﹤0.01%
82
-39
2482
$31.6K ﹤0.01%
13,557
+323
2483
$31.5K ﹤0.01%
+2,113
2484
$31.4K ﹤0.01%
+1,547
2485
$31.4K ﹤0.01%
1,073
+11
2486
$31.3K ﹤0.01%
1,097
2487
$30.9K ﹤0.01%
460
2488
$30.8K ﹤0.01%
18,563
+3,894
2489
$30.7K ﹤0.01%
11,383
2490
$30.7K ﹤0.01%
721
2491
$30.6K ﹤0.01%
1,224
2492
$30.4K ﹤0.01%
7,000
2493
$30.4K ﹤0.01%
553
+306
2494
$30.4K ﹤0.01%
202
2495
$30.4K ﹤0.01%
1,369
2496
$30.3K ﹤0.01%
1,257
+263
2497
$30.3K ﹤0.01%
498
+250
2498
$30.2K ﹤0.01%
1,393
+13
2499
$30.2K ﹤0.01%
1,096
2500
$30.1K ﹤0.01%
1,076