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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
2851
$10.2K ﹤0.01%
540
-3,022
2852
$10.2K ﹤0.01%
35
2853
$10.1K ﹤0.01%
1,480
2854
$10.1K ﹤0.01%
+443
2855
$10.1K ﹤0.01%
147
-683
2856
$10.1K ﹤0.01%
+698
2857
$10.1K ﹤0.01%
7,565
2858
$10K ﹤0.01%
177
2859
$10K ﹤0.01%
500
2860
$9.99K ﹤0.01%
1,164
+1,162
2861
$9.93K ﹤0.01%
490
+7
2862
$9.88K ﹤0.01%
198
2863
$9.85K ﹤0.01%
239
+1
2864
$9.84K ﹤0.01%
+680
2865
$9.73K ﹤0.01%
610
2866
$9.7K ﹤0.01%
88
2867
$9.6K ﹤0.01%
40
-75
2868
$9.53K ﹤0.01%
1,200
2869
$9.47K ﹤0.01%
210
2870
$9.46K ﹤0.01%
+1,558
2871
$9.45K ﹤0.01%
138
-108
2872
$9.41K ﹤0.01%
261
+68
2873
$9.4K ﹤0.01%
189
-312
2874
$9.35K ﹤0.01%
399
-43
2875
$9.32K ﹤0.01%
202
113 114
115
116 117