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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
3101
$4.83K ﹤0.01%
140
3102
$4.82K ﹤0.01%
223
3103
$4.8K ﹤0.01%
300
3104
$4.79K ﹤0.01%
163
3105
$4.79K ﹤0.01%
194
-99
3106
$4.79K ﹤0.01%
565
-42,796
3107
$4.76K ﹤0.01%
650
-34,835
3108
$4.74K ﹤0.01%
758
3109
$4.74K ﹤0.01%
121
3110
$4.72K ﹤0.01%
1,200
3111
$4.71K ﹤0.01%
48
3112
$4.68K ﹤0.01%
17
-2
3113
$4.66K ﹤0.01%
238
3114
$4.65K ﹤0.01%
+305
3115
$4.65K ﹤0.01%
300
3116
$4.63K ﹤0.01%
63
-4,992
3117
$4.62K ﹤0.01%
154
-21
3118
$4.61K ﹤0.01%
200
-110
3119
$4.61K ﹤0.01%
77
-166
3120
$4.59K ﹤0.01%
22
3121
$4.55K ﹤0.01%
280
-148
3122
$4.55K ﹤0.01%
59
-2,059
3123
$4.52K ﹤0.01%
2,102
3124
$4.51K ﹤0.01%
500
3125
$4.5K ﹤0.01%
500
123 124
125
126 127