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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
3076
$5.31K ﹤0.01%
36
3077
$5.3K ﹤0.01%
638
-1,344
3078
$5.3K ﹤0.01%
988
-15
3079
$5.29K ﹤0.01%
155
+5
3080
$5.24K ﹤0.01%
452
+11
3081
$5.23K ﹤0.01%
151
-214
3082
$5.2K ﹤0.01%
+490
3083
$5.17K ﹤0.01%
2,500
-1,000
3084
$5.17K ﹤0.01%
395
3085
$5.17K ﹤0.01%
56
-42
3086
$5.15K ﹤0.01%
114
-77
3087
$5.1K ﹤0.01%
219
+1
3088
$5.08K ﹤0.01%
206
+18
3089
$5.08K ﹤0.01%
167
3090
$5.07K ﹤0.01%
42
3091
$5.05K ﹤0.01%
+220
3092
$5K ﹤0.01%
183
-10,319
3093
$5K ﹤0.01%
500
-516
3094
$4.97K ﹤0.01%
+199
3095
$4.97K ﹤0.01%
52
3096
$4.95K ﹤0.01%
100
3097
$4.94K ﹤0.01%
202
+2
3098
$4.92K ﹤0.01%
+161
3099
$4.89K ﹤0.01%
43
-78
3100
$4.85K ﹤0.01%
62
+51
122 123
124
125 126