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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
2601
$21.3K ﹤0.01%
1,980
2602
$21.3K ﹤0.01%
2,629
-208
2603
$21.2K ﹤0.01%
515
-93
2604
$21.2K ﹤0.01%
387
2605
$21.2K ﹤0.01%
200
-3,938
2606
$21.1K ﹤0.01%
946
-63
2607
$21.1K ﹤0.01%
7,864
+1,629
2608
$21.1K ﹤0.01%
700
2609
$20.8K ﹤0.01%
125
-122
2610
$20.7K ﹤0.01%
785
-21
2611
$20.6K ﹤0.01%
750
2612
$20.5K ﹤0.01%
389
-300
2613
$20.4K ﹤0.01%
176
-30
2614
$20.4K ﹤0.01%
20,011
-16,700
2615
$20.4K ﹤0.01%
1,707
-786
2616
$20.3K ﹤0.01%
274
+208
2617
$20.3K ﹤0.01%
533
2618
$20.3K ﹤0.01%
483
-7,958
2619
$20.2K ﹤0.01%
372
+97
2620
$20.2K ﹤0.01%
699
-369
2621
$20.1K ﹤0.01%
323
-85
2622
$20K ﹤0.01%
11
2623
$19.9K ﹤0.01%
6,214
+479
2624
$19.9K ﹤0.01%
1,472
-743
2625
$19.8K ﹤0.01%
604
-374
103 104
105
106 107