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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
2701
$15.6K ﹤0.01%
253
-106
2702
$15.3K ﹤0.01%
5,000
2703
$15.3K ﹤0.01%
436
-150
2704
$15.3K ﹤0.01%
1,155
-501
2705
$15.2K ﹤0.01%
763
+294
2706
$15.2K ﹤0.01%
160
-109
2707
$15.1K ﹤0.01%
360
-78
2708
$15.1K ﹤0.01%
100
2709
$15.1K ﹤0.01%
517
-878
2710
$15.1K ﹤0.01%
+362
2711
$14.9K ﹤0.01%
464
-1,078
2712
$14.9K ﹤0.01%
1,040
+500
2713
$14.9K ﹤0.01%
2,500
+650
2714
$14.8K ﹤0.01%
861
+21
2715
$14.8K ﹤0.01%
777
+232
2716
$14.7K ﹤0.01%
1,733
-65
2717
$14.7K ﹤0.01%
357
+154
2718
$14.6K ﹤0.01%
5,667
-1,000
2719
$14.5K ﹤0.01%
40
-1
2720
$14.5K ﹤0.01%
290
2721
$14.5K ﹤0.01%
4,155
+9
2722
$14.4K ﹤0.01%
1,334
2723
$14.4K ﹤0.01%
4,088
2724
$14.4K ﹤0.01%
8,981
-652
2725
$14.3K ﹤0.01%
+710
107 108
109
110 111