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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
276
$9.23M 0.07%
46,937
+1,733
277
$9.22M 0.07%
83,725
+21,937
278
$9.22M 0.07%
325,530
+16,204
279
$9.21M 0.07%
72,416
-919
280
$9.2M 0.07%
467,782
-2,829
281
$9.2M 0.07%
29,885
+4,434
282
$9.18M 0.07%
237,325
-386
283
$9.17M 0.07%
227,974
-11,232
284
$9.16M 0.07%
75,747
+4,031
285
$9.13M 0.07%
404,652
+79,091
286
$9.11M 0.07%
188,505
+159,987
287
$9.1M 0.07%
199,865
+239
288
$9.09M 0.07%
36,414
-2,276
289
$9.06M 0.07%
129,643
+30,596
290
$9.06M 0.07%
116,385
-9,230
291
$9.06M 0.07%
191,109
+25,825
292
$9.04M 0.07%
473,303
+31,661
293
$9.01M 0.07%
15,428
+1,220
294
$8.99M 0.07%
419,697
+113,388
295
$8.98M 0.07%
204,465
+22,492
296
$8.98M 0.07%
356,228
+102,680
297
$8.97M 0.07%
358,603
-21,360
298
$8.97M 0.07%
102,324
+924
299
$8.93M 0.07%
394,068
+356,321
300
$8.82M 0.06%
207,629
+34,870
10 11
12
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