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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
2901
$8.77K ﹤0.01%
+464
2902
$8.75K ﹤0.01%
+170
2903
$8.71K ﹤0.01%
345
-15
2904
$8.71K ﹤0.01%
87
2905
$8.7K ﹤0.01%
42
-33
2906
$8.6K ﹤0.01%
+453
2907
$8.59K ﹤0.01%
830
2908
$8.57K ﹤0.01%
45
-26
2909
$8.56K ﹤0.01%
1,574
-613
2910
$8.54K ﹤0.01%
87
-81
2911
$8.51K ﹤0.01%
2,022
-1,676
2912
$8.51K ﹤0.01%
1,210
-4,500
2913
$8.48K ﹤0.01%
+2,105
2914
$8.44K ﹤0.01%
175
2915
$8.42K ﹤0.01%
133
-582
2916
$8.42K ﹤0.01%
207
-54,280
2917
$8.42K ﹤0.01%
726
+2
2918
$8.41K ﹤0.01%
59
-86
2919
$8.4K ﹤0.01%
39
2920
$8.38K ﹤0.01%
971
2921
$8.37K ﹤0.01%
81
+6
2922
$8.37K ﹤0.01%
1,872
+45
2923
$8.3K ﹤0.01%
68
+3
2924
$8.29K ﹤0.01%
307
2925
$8.29K ﹤0.01%
258
+100
115 116
117
118 119