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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
2676
$16.7K ﹤0.01%
110
-144
2677
$16.7K ﹤0.01%
1,447
+697
2678
$16.7K ﹤0.01%
818
2679
$16.7K ﹤0.01%
32
-131
2680
$16.6K ﹤0.01%
536
-189
2681
$16.6K ﹤0.01%
+9,000
2682
$16.5K ﹤0.01%
10,000
2683
$16.4K ﹤0.01%
150
-8
2684
$16.4K ﹤0.01%
446
2685
$16.4K ﹤0.01%
64
-16
2686
$16.3K ﹤0.01%
+987
2687
$16.3K ﹤0.01%
201
+200
2688
$16.3K ﹤0.01%
316
2689
$16.3K ﹤0.01%
762
-122
2690
$16.2K ﹤0.01%
219
-28
2691
$16.2K ﹤0.01%
452
+2
2692
$16.1K ﹤0.01%
+3,750
2693
$16.1K ﹤0.01%
1,154
-87
2694
$16K ﹤0.01%
+250
2695
$15.9K ﹤0.01%
719
+4
2696
$15.9K ﹤0.01%
+300
2697
$15.8K ﹤0.01%
+900
2698
$15.8K ﹤0.01%
+1,000
2699
$15.7K ﹤0.01%
579
-450
2700
$15.7K ﹤0.01%
750
106 107
108
109 110