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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
301
$8.76M 0.06%
75,891
-11,198
302
$8.58M 0.06%
99,090
+19,647
303
$8.58M 0.06%
265,757
+129,460
304
$8.57M 0.06%
14
+3
305
$8.55M 0.06%
8,363
+2,857
306
$8.55M 0.06%
32,564
-4,440
307
$8.5M 0.06%
97,847
+50,206
308
$8.46M 0.06%
18,696
+3,833
309
$8.45M 0.06%
168,347
+140,489
310
$8.42M 0.06%
75,000
+10,687
311
$8.39M 0.06%
181,979
+82,407
312
$8.29M 0.06%
145,374
+552
313
$8.24M 0.06%
87,344
+41,913
314
$8.22M 0.06%
119,888
-12,014
315
$8.22M 0.06%
79,935
-959
316
$8.14M 0.06%
177,644
+106,641
317
$8.07M 0.06%
127,121
+46,890
318
$8.06M 0.06%
272,593
+112,653
319
$8.06M 0.06%
329,558
+315,274
320
$8.05M 0.06%
2,032
+130
321
$8.04M 0.06%
158,707
-107,262
322
$7.98M 0.06%
9,709
+2,301
323
$7.93M 0.06%
30,010
+4,426
324
$7.92M 0.06%
74,330
-4,530
325
$7.84M 0.06%
483,337
+45,994
11 12
13
14 15