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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
3201
$3.4K ﹤0.01%
37
3202
$3.4K ﹤0.01%
209
3203
$3.36K ﹤0.01%
49
-10
3204
$3.35K ﹤0.01%
168
3205
$3.33K ﹤0.01%
424
3206
$3.32K ﹤0.01%
550
3207
$3.32K ﹤0.01%
127
-143
3208
$3.31K ﹤0.01%
176
-427
3209
$3.31K ﹤0.01%
35
-61
3210
$3.31K ﹤0.01%
96
-151
3211
$3.29K ﹤0.01%
+112
3212
$3.28K ﹤0.01%
151
3213
$3.27K ﹤0.01%
888
+1
3214
$3.26K ﹤0.01%
1,190
-20,198
3215
$3.25K ﹤0.01%
57
3216
$3.24K ﹤0.01%
153
-23
3217
$3.24K ﹤0.01%
191
3218
$3.2K ﹤0.01%
20
-35
3219
$3.2K ﹤0.01%
20
-81
3220
$3.2K ﹤0.01%
21
3221
$3.19K ﹤0.01%
18
-29
3222
$3.19K ﹤0.01%
258
3223
$3.19K ﹤0.01%
942
-1,000
3224
$3.18K ﹤0.01%
100
3225
$3.16K ﹤0.01%
+2,550
127 128
129
130 131