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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
3001
$6.46K ﹤0.01%
168
-9
3002
$6.46K ﹤0.01%
218
3003
$6.45K ﹤0.01%
38
3004
$6.42K ﹤0.01%
104
-219
3005
$6.41K ﹤0.01%
1,309
3006
$6.41K ﹤0.01%
127
-116
3007
$6.4K ﹤0.01%
148
-99
3008
$6.37K ﹤0.01%
165
-377
3009
$6.37K ﹤0.01%
158
3010
$6.35K ﹤0.01%
826
-351
3011
$6.33K ﹤0.01%
500
3012
$6.33K ﹤0.01%
+150
3013
$6.3K ﹤0.01%
34
3014
$6.22K ﹤0.01%
333
-175
3015
$6.21K ﹤0.01%
+60
3016
$6.19K ﹤0.01%
147
-153
3017
$6.18K ﹤0.01%
69
+3
3018
$6.18K ﹤0.01%
500
+300
3019
$6.17K ﹤0.01%
309
+28
3020
$6.17K ﹤0.01%
278
+155
3021
$6.16K ﹤0.01%
200
+5
3022
$6.15K ﹤0.01%
+102
3023
$6.15K ﹤0.01%
350
3024
$6.13K ﹤0.01%
300
3025
$6.12K ﹤0.01%
293
-73
119 120
121
122 123