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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
3151
$4.11K ﹤0.01%
300
3152
$4.1K ﹤0.01%
+835
3153
$4.1K ﹤0.01%
106
-91
3154
$4.09K ﹤0.01%
50
3155
$4.07K ﹤0.01%
30
-52
3156
$4.05K ﹤0.01%
150
3157
$4.05K ﹤0.01%
+671
3158
$4.04K ﹤0.01%
103
-551
3159
$4.03K ﹤0.01%
211
+13
3160
$4.03K ﹤0.01%
109
-21,483
3161
$4.02K ﹤0.01%
100
3162
$4.02K ﹤0.01%
57
-75
3163
$4.02K ﹤0.01%
359
+9
3164
$3.98K ﹤0.01%
42
3165
$3.96K ﹤0.01%
128
+50
3166
$3.91K ﹤0.01%
100
3167
$3.9K ﹤0.01%
1,808
+334
3168
$3.89K ﹤0.01%
43
3169
$3.87K ﹤0.01%
229
+213
3170
$3.84K ﹤0.01%
225
3171
$3.81K ﹤0.01%
+111
3172
$3.75K ﹤0.01%
4,200
3173
$3.72K ﹤0.01%
285
3174
$3.7K ﹤0.01%
33
-2,421
3175
$3.69K ﹤0.01%
572
+42
125 126
127
128 129