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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
3051
$5.73K ﹤0.01%
160
-240
3052
$5.73K ﹤0.01%
378
-83
3053
$5.72K ﹤0.01%
+305
3054
$5.69K ﹤0.01%
350
3055
$5.68K ﹤0.01%
76
3056
$5.64K ﹤0.01%
270
3057
$5.63K ﹤0.01%
200
3058
$5.59K ﹤0.01%
1,664
3059
$5.59K ﹤0.01%
560
+215
3060
$5.58K ﹤0.01%
3,692
+3,392
3061
$5.53K ﹤0.01%
139
+10
3062
$5.5K ﹤0.01%
189
3063
$5.5K ﹤0.01%
223
3064
$5.5K ﹤0.01%
117
-295
3065
$5.49K ﹤0.01%
1,103
+560
3066
$5.46K ﹤0.01%
5,100
+5,000
3067
$5.45K ﹤0.01%
2,422
-47
3068
$5.44K ﹤0.01%
27
-21
3069
$5.42K ﹤0.01%
500
3070
$5.42K ﹤0.01%
318
3071
$5.39K ﹤0.01%
22
-29
3072
$5.38K ﹤0.01%
416
-18
3073
$5.38K ﹤0.01%
1,200
3074
$5.37K ﹤0.01%
26
+4
3075
$5.32K ﹤0.01%
50
121 122
123
124 125