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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
2576
$23.8K ﹤0.01%
265
+260
2577
$23.7K ﹤0.01%
319
+233
2578
$23.7K ﹤0.01%
951
+332
2579
$23.6K ﹤0.01%
1,188
-193
2580
$23.6K ﹤0.01%
3,500
2581
$23.5K ﹤0.01%
2,491
-3
2582
$23.4K ﹤0.01%
2,000
+1,000
2583
$23.2K ﹤0.01%
101
-90
2584
$23.1K ﹤0.01%
688
-85
2585
$23K ﹤0.01%
143
-31
2586
$22.9K ﹤0.01%
77
-14
2587
$22.9K ﹤0.01%
1,031
+394
2588
$22.8K ﹤0.01%
220
2589
$22.6K ﹤0.01%
1,000
2590
$22.4K ﹤0.01%
756
+420
2591
$22K ﹤0.01%
244
-2,081
2592
$21.9K ﹤0.01%
900
2593
$21.9K ﹤0.01%
3,620
+100
2594
$21.9K ﹤0.01%
+1,092
2595
$21.8K ﹤0.01%
1,000
2596
$21.8K ﹤0.01%
449
2597
$21.6K ﹤0.01%
466
+24
2598
$21.4K ﹤0.01%
1,552
+12
2599
$21.4K ﹤0.01%
236
+1
2600
$21.3K ﹤0.01%
2,193
102 103
104
105 106