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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
2626
$19.8K ﹤0.01%
3,602
2627
$19.7K ﹤0.01%
291
-226
2628
$19.6K ﹤0.01%
1,740
+25
2629
$19.6K ﹤0.01%
70
-9
2630
$19.6K ﹤0.01%
156
2631
$19.6K ﹤0.01%
2,000
2632
$19.6K ﹤0.01%
4,000
-24
2633
$19.5K ﹤0.01%
2,600
+500
2634
$19.5K ﹤0.01%
343
-8
2635
$19.3K ﹤0.01%
999
+23
2636
$19.2K ﹤0.01%
11,700
+3,500
2637
$19.2K ﹤0.01%
300
2638
$19.1K ﹤0.01%
848
+498
2639
$19K ﹤0.01%
426
2640
$19K ﹤0.01%
821
-1,241
2641
$19K ﹤0.01%
376
-837
2642
$19K ﹤0.01%
+772
2643
$18.9K ﹤0.01%
481
-5
2644
$18.9K ﹤0.01%
429
+1
2645
$18.9K ﹤0.01%
299
2646
$18.9K ﹤0.01%
107
2647
$18.9K ﹤0.01%
1,678
+22
2648
$18.6K ﹤0.01%
220
+175
2649
$18.6K ﹤0.01%
204
-718
2650
$18.6K ﹤0.01%
432
-51
104 105
106
107 108