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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
2876
$9.29K ﹤0.01%
1,340
2877
$9.24K ﹤0.01%
945
-141
2878
$9.22K ﹤0.01%
71
-43
2879
$9.21K ﹤0.01%
871
2880
$9.17K ﹤0.01%
84
2881
$9.16K ﹤0.01%
370
+275
2882
$9.12K ﹤0.01%
108
2883
$9.11K ﹤0.01%
124
-385
2884
$9.07K ﹤0.01%
550
+50
2885
$9.06K ﹤0.01%
152
+131
2886
$9.06K ﹤0.01%
750
2887
$9.06K ﹤0.01%
217
-7
2888
$9.02K ﹤0.01%
118
2889
$9.01K ﹤0.01%
386
+241
2890
$8.99K ﹤0.01%
567
-114
2891
$8.99K ﹤0.01%
420
+97
2892
$8.99K ﹤0.01%
1,625
+54
2893
$8.94K ﹤0.01%
313
2894
$8.92K ﹤0.01%
60,988
+35,000
2895
$8.82K ﹤0.01%
693
+50
2896
$8.82K ﹤0.01%
65
2897
$8.82K ﹤0.01%
611
-121
2898
$8.81K ﹤0.01%
79
-64
2899
$8.79K ﹤0.01%
307
+101
2900
$8.79K ﹤0.01%
216
-7,896
114 115
116
117 118