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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
3176
$3.67K ﹤0.01%
+72
3177
$3.64K ﹤0.01%
108
-208
3178
$3.64K ﹤0.01%
27
3179
$3.63K ﹤0.01%
355
-829
3180
$3.62K ﹤0.01%
188
-2,353
3181
$3.62K ﹤0.01%
46
-92
3182
$3.58K ﹤0.01%
235
-295
3183
$3.57K ﹤0.01%
146
+2
3184
$3.57K ﹤0.01%
186
3185
$3.56K ﹤0.01%
44
3186
$3.55K ﹤0.01%
82
+5
3187
$3.55K ﹤0.01%
+562
3188
$3.54K ﹤0.01%
244
+2
3189
$3.53K ﹤0.01%
164
-474
3190
$3.52K ﹤0.01%
142
+14
3191
$3.51K ﹤0.01%
500
3192
$3.51K ﹤0.01%
192
-45
3193
$3.49K ﹤0.01%
33
3194
$3.48K ﹤0.01%
108
-605
3195
$3.45K ﹤0.01%
200
-24,353
3196
$3.43K ﹤0.01%
428
+8
3197
$3.42K ﹤0.01%
54
-67
3198
$3.42K ﹤0.01%
247
-234
3199
$3.41K ﹤0.01%
75
3200
$3.4K ﹤0.01%
424
-938
126 127
128
129 130