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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
3026
$6.11K ﹤0.01%
57
3027
$6.1K ﹤0.01%
100
3028
$6.07K ﹤0.01%
+189
3029
$6.05K ﹤0.01%
360
3030
$6.04K ﹤0.01%
245
3031
$6.02K ﹤0.01%
43
-34
3032
$5.99K ﹤0.01%
92
-4
3033
$5.99K ﹤0.01%
893
+286
3034
$5.96K ﹤0.01%
285
-20,741
3035
$5.96K ﹤0.01%
100
3036
$5.95K ﹤0.01%
82
-70
3037
$5.92K ﹤0.01%
1,000
-9,565
3038
$5.88K ﹤0.01%
+648
3039
$5.86K ﹤0.01%
+1,423
3040
$5.83K ﹤0.01%
88
-5
3041
$5.81K ﹤0.01%
145
3042
$5.81K ﹤0.01%
81
-5
3043
$5.8K ﹤0.01%
585
-564
3044
$5.8K ﹤0.01%
39
-70
3045
$5.78K ﹤0.01%
236
-801
3046
$5.78K ﹤0.01%
126
-103
3047
$5.76K ﹤0.01%
110
3048
$5.76K ﹤0.01%
1,008
-4
3049
$5.75K ﹤0.01%
2,070
3050
$5.75K ﹤0.01%
+100
120 121
122
123 124