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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
2926
$8.29K ﹤0.01%
213
-128
2927
$8.26K ﹤0.01%
618
-21
2928
$8.23K ﹤0.01%
160
2929
$8.2K ﹤0.01%
314
2930
$8.17K ﹤0.01%
416
+415
2931
$8.17K ﹤0.01%
559
-131
2932
$8.13K ﹤0.01%
+150
2933
$8.12K ﹤0.01%
528
2934
$8.12K ﹤0.01%
+1,328
2935
$7.99K ﹤0.01%
38
2936
$7.96K ﹤0.01%
486
-467
2937
$7.92K ﹤0.01%
377
2938
$7.91K ﹤0.01%
185
-110
2939
$7.84K ﹤0.01%
400
-1,800
2940
$7.78K ﹤0.01%
320
-400
2941
$7.77K ﹤0.01%
124
-126
2942
$7.76K ﹤0.01%
228
+6
2943
$7.73K ﹤0.01%
513
-1,542
2944
$7.72K ﹤0.01%
161
+2
2945
$7.66K ﹤0.01%
239
2946
$7.66K ﹤0.01%
139
-85
2947
$7.65K ﹤0.01%
685
-400
2948
$7.64K ﹤0.01%
71
-19
2949
$7.62K ﹤0.01%
613
2950
$7.59K ﹤0.01%
1
116 117
118
119 120