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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
2776
$12.4K ﹤0.01%
300
2777
$12.4K ﹤0.01%
328
+100
2778
$12.3K ﹤0.01%
1,722
+701
2779
$12.3K ﹤0.01%
746
+119
2780
$12.2K ﹤0.01%
40
-16
2781
$12.2K ﹤0.01%
114
2782
$12.2K ﹤0.01%
371
2783
$12.1K ﹤0.01%
35
-28
2784
$12.1K ﹤0.01%
1,866
-530
2785
$12.1K ﹤0.01%
70
-5,845
2786
$12K ﹤0.01%
1,310
+644
2787
$12K ﹤0.01%
139
-126
2788
$12K ﹤0.01%
18,331
2789
$11.9K ﹤0.01%
216
2790
$11.9K ﹤0.01%
493
+14
2791
$11.9K ﹤0.01%
554
2792
$11.9K ﹤0.01%
2,588
-1,373
2793
$11.8K ﹤0.01%
96
+4
2794
$11.8K ﹤0.01%
280
+2
2795
$11.7K ﹤0.01%
354
-26
2796
$11.7K ﹤0.01%
1,128
+1,064
2797
$11.7K ﹤0.01%
1,119
+669
2798
$11.7K ﹤0.01%
244
2799
$11.6K ﹤0.01%
831
-815
2800
$11.6K ﹤0.01%
+409
110 111
112
113 114