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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
2551
$25.7K ﹤0.01%
630
-15
2552
$25.5K ﹤0.01%
+750
2553
$25.4K ﹤0.01%
130
-1,254
2554
$25.3K ﹤0.01%
2,067
-360
2555
$25.2K ﹤0.01%
738
+694
2556
$25.1K ﹤0.01%
2,861
2557
$25.1K ﹤0.01%
1,263
+2
2558
$25K ﹤0.01%
529
-5,012
2559
$25K ﹤0.01%
1,261
+61
2560
$25K ﹤0.01%
493
2561
$24.9K ﹤0.01%
+184
2562
$24.8K ﹤0.01%
101
-2,691
2563
$24.8K ﹤0.01%
+504
2564
$24.7K ﹤0.01%
494
+282
2565
$24.7K ﹤0.01%
674
-16,097
2566
$24.5K ﹤0.01%
515
2567
$24.4K ﹤0.01%
502
2568
$24.4K ﹤0.01%
635
2569
$24.4K ﹤0.01%
807
+2
2570
$24.3K ﹤0.01%
600
2571
$24.3K ﹤0.01%
600
2572
$24.2K ﹤0.01%
295
-12,006
2573
$24.1K ﹤0.01%
343
-313
2574
$24K ﹤0.01%
292
-79
2575
$24K ﹤0.01%
10,000
-28
101 102
103
104 105