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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
3126
$4.46K ﹤0.01%
307
-337
3127
$4.45K ﹤0.01%
28
-15
3128
$4.42K ﹤0.01%
161
3129
$4.41K ﹤0.01%
+250
3130
$4.41K ﹤0.01%
50
3131
$4.39K ﹤0.01%
194
3132
$4.36K ﹤0.01%
300
3133
$4.34K ﹤0.01%
191
3134
$4.34K ﹤0.01%
256
-1,045
3135
$4.32K ﹤0.01%
106
+60
3136
$4.31K ﹤0.01%
430
-38
3137
$4.28K ﹤0.01%
350
-200
3138
$4.27K ﹤0.01%
127
3139
$4.24K ﹤0.01%
267
3140
$4.24K ﹤0.01%
134
+1
3141
$4.21K ﹤0.01%
201
3142
$4.21K ﹤0.01%
150
-138
3143
$4.21K ﹤0.01%
67
3144
$4.21K ﹤0.01%
+500
3145
$4.19K ﹤0.01%
335
-25
3146
$4.19K ﹤0.01%
34
3147
$4.17K ﹤0.01%
2,500
3148
$4.15K ﹤0.01%
96
-6,352
3149
$4.13K ﹤0.01%
398
3150
$4.13K ﹤0.01%
100
124 125
126
127 128