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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
2501
$30.1K ﹤0.01%
1,383
2502
$29.9K ﹤0.01%
481
2503
$29.9K ﹤0.01%
2,978
2504
$29.9K ﹤0.01%
320
-83
2505
$29.8K ﹤0.01%
509
-95
2506
$29.8K ﹤0.01%
1,500
2507
$29.8K ﹤0.01%
369
-28
2508
$29.7K ﹤0.01%
225
-81
2509
$29.7K ﹤0.01%
15,000
2510
$29.3K ﹤0.01%
384
-75
2511
$29.2K ﹤0.01%
3,635
+500
2512
$28.9K ﹤0.01%
757
+1
2513
$28.7K ﹤0.01%
8,700
2514
$28.7K ﹤0.01%
2,050
+1,400
2515
$28.6K ﹤0.01%
2,194
+1,558
2516
$28.6K ﹤0.01%
22,000
+7,000
2517
$28.5K ﹤0.01%
274
-47
2518
$28.4K ﹤0.01%
2,500
-181
2519
$28.3K ﹤0.01%
11,000
2520
$28K ﹤0.01%
377
-48
2521
$28K ﹤0.01%
296
2522
$28K ﹤0.01%
262
-12
2523
$27.5K ﹤0.01%
1,822
+1,228
2524
$27.4K ﹤0.01%
345
2525
$27.4K ﹤0.01%
813
-123
99 100
101
102 103