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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
2651
$18.3K ﹤0.01%
133
-676
2652
$18.3K ﹤0.01%
+562
2653
$18.2K ﹤0.01%
820
-10
2654
$18.1K ﹤0.01%
410
-45,543
2655
$18K ﹤0.01%
364
-5,327
2656
$18K ﹤0.01%
1,604
+15
2657
$17.9K ﹤0.01%
+15,000
2658
$17.8K ﹤0.01%
+1,067
2659
$17.7K ﹤0.01%
952
-297
2660
$17.7K ﹤0.01%
776
-404
2661
$17.6K ﹤0.01%
1,003
-14
2662
$17.5K ﹤0.01%
10,000
2663
$17.4K ﹤0.01%
2,900
2664
$17.3K ﹤0.01%
585
2665
$17.3K ﹤0.01%
239
-61
2666
$17.3K ﹤0.01%
+387
2667
$17.3K ﹤0.01%
634
2668
$17.3K ﹤0.01%
232
2669
$17.2K ﹤0.01%
165
-75
2670
$17.2K ﹤0.01%
+377
2671
$17.2K ﹤0.01%
232
-171
2672
$17K ﹤0.01%
202
-322
2673
$17K ﹤0.01%
363
-108
2674
$16.9K ﹤0.01%
1,045
-17
2675
$16.9K ﹤0.01%
1,100
-703
105 106
107
108 109