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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
2526
$27.4K ﹤0.01%
555
+3
2527
$27.3K ﹤0.01%
819
+45
2528
$27.3K ﹤0.01%
204
2529
$27.3K ﹤0.01%
1,051
-42
2530
$27.2K ﹤0.01%
684
-195
2531
$27.1K ﹤0.01%
1,053
+113
2532
$27.1K ﹤0.01%
600
2533
$27.1K ﹤0.01%
527
+52
2534
$26.9K ﹤0.01%
986
2535
$26.9K ﹤0.01%
131
+113
2536
$26.8K ﹤0.01%
2,000
2537
$26.7K ﹤0.01%
745
+475
2538
$26.6K ﹤0.01%
930
-1,954
2539
$26.6K ﹤0.01%
21,240
2540
$26.5K ﹤0.01%
232
2541
$26.5K ﹤0.01%
417
2542
$26.4K ﹤0.01%
2,035
+55
2543
$26.4K ﹤0.01%
493
-2,241
2544
$26.3K ﹤0.01%
134
-1
2545
$26.2K ﹤0.01%
639
-108
2546
$26.1K ﹤0.01%
488
2547
$26.1K ﹤0.01%
450
2548
$25.8K ﹤0.01%
709
-284
2549
$25.8K ﹤0.01%
13,433
+12,933
2550
$25.7K ﹤0.01%
1,906
100 101
102
103 104