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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
2801
$11.6K ﹤0.01%
1,528
+335
2802
$11.6K ﹤0.01%
372
+115
2803
$11.6K ﹤0.01%
8,250
2804
$11.5K ﹤0.01%
150
2805
$11.5K ﹤0.01%
902
+321
2806
$11.5K ﹤0.01%
1,758
-156
2807
$11.5K ﹤0.01%
696
+7
2808
$11.4K ﹤0.01%
548
-19,037
2809
$11.4K ﹤0.01%
829
+239
2810
$11.4K ﹤0.01%
304
+2
2811
$11.4K ﹤0.01%
340
2812
$11.4K ﹤0.01%
1,885
-845
2813
$11.4K ﹤0.01%
26
-962
2814
$11.4K ﹤0.01%
10,824
+187
2815
$11.3K ﹤0.01%
1,421
-5
2816
$11.3K ﹤0.01%
189
2817
$11.3K ﹤0.01%
2,500
2818
$11.3K ﹤0.01%
110
-70
2819
$11.3K ﹤0.01%
198
-78
2820
$11.2K ﹤0.01%
231
2821
$11.2K ﹤0.01%
733
+110
2822
$11.1K ﹤0.01%
41
-1,257
2823
$11.1K ﹤0.01%
900
2824
$11.1K ﹤0.01%
483
+80
2825
$11.1K ﹤0.01%
400
111 112
113
114 115