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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
2976
$7.12K ﹤0.01%
320
-445
2977
$7.1K ﹤0.01%
189
-1,969
2978
$7.07K ﹤0.01%
129
-180
2979
$7K ﹤0.01%
133
-260
2980
$6.98K ﹤0.01%
2,000
2981
$6.97K ﹤0.01%
17,700
-23,948
2982
$6.94K ﹤0.01%
+750
2983
$6.92K ﹤0.01%
+568
2984
$6.83K ﹤0.01%
139
-217
2985
$6.8K ﹤0.01%
73
-81
2986
$6.8K ﹤0.01%
217
+1
2987
$6.78K ﹤0.01%
370
2988
$6.78K ﹤0.01%
202
2989
$6.76K ﹤0.01%
+406
2990
$6.76K ﹤0.01%
100
2991
$6.74K ﹤0.01%
205
-150
2992
$6.74K ﹤0.01%
96
-162
2993
$6.73K ﹤0.01%
67
-1
2994
$6.67K ﹤0.01%
800
2995
$6.65K ﹤0.01%
127
-228
2996
$6.63K ﹤0.01%
85
-7,450
2997
$6.59K ﹤0.01%
35
-4,053
2998
$6.57K ﹤0.01%
314
+100
2999
$6.57K ﹤0.01%
1,078
3000
$6.51K ﹤0.01%
131
118 119
120
121 122