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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
2751
$13.3K ﹤0.01%
125
-31
2752
$13.2K ﹤0.01%
500
-13,496
2753
$13.2K ﹤0.01%
74
-95
2754
$13.2K ﹤0.01%
150
2755
$13.1K ﹤0.01%
256
-314
2756
$13.1K ﹤0.01%
1,000
2757
$13K ﹤0.01%
356
2758
$13K ﹤0.01%
926
+520
2759
$12.9K ﹤0.01%
508
-609
2760
$12.9K ﹤0.01%
341
+316
2761
$12.8K ﹤0.01%
200
+19
2762
$12.8K ﹤0.01%
145
-1,800
2763
$12.7K ﹤0.01%
+288
2764
$12.7K ﹤0.01%
287
2765
$12.7K ﹤0.01%
2,333
2766
$12.6K ﹤0.01%
1,297
-25,454
2767
$12.6K ﹤0.01%
848
2768
$12.6K ﹤0.01%
+18
2769
$12.6K ﹤0.01%
171
-50
2770
$12.5K ﹤0.01%
611
+9
2771
$12.5K ﹤0.01%
2,624
+2,623
2772
$12.5K ﹤0.01%
909
+877
2773
$12.4K ﹤0.01%
200
2774
$12.4K ﹤0.01%
335
+135
2775
$12.4K ﹤0.01%
594
109 110
111
112 113