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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
2951
$7.59K ﹤0.01%
191
-323
2952
$7.57K ﹤0.01%
330
2953
$7.55K ﹤0.01%
+965
2954
$7.54K ﹤0.01%
617
-437
2955
$7.54K ﹤0.01%
160
2956
$7.53K ﹤0.01%
90
2957
$7.53K ﹤0.01%
+839
2958
$7.51K ﹤0.01%
200
-32
2959
$7.48K ﹤0.01%
317
+9
2960
$7.47K ﹤0.01%
190
2961
$7.45K ﹤0.01%
108
-292
2962
$7.41K ﹤0.01%
1,000
2963
$7.4K ﹤0.01%
300
2964
$7.37K ﹤0.01%
453
-161
2965
$7.36K ﹤0.01%
238
2966
$7.35K ﹤0.01%
926
2967
$7.34K ﹤0.01%
125
-283
2968
$7.32K ﹤0.01%
136
-42,953
2969
$7.32K ﹤0.01%
395
+3
2970
$7.26K ﹤0.01%
1,555
-325
2971
$7.22K ﹤0.01%
131
-127
2972
$7.21K ﹤0.01%
111
2973
$7.2K ﹤0.01%
+1,437
2974
$7.16K ﹤0.01%
354
2975
$7.14K ﹤0.01%
400
-208
117 118
119
120 121