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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
3226
$3.16K ﹤0.01%
297
3227
$3.14K ﹤0.01%
87
-83
3228
$3.14K ﹤0.01%
13
-8
3229
$3.14K ﹤0.01%
166
3230
$3.11K ﹤0.01%
89
-81
3231
$3.1K ﹤0.01%
62
-126
3232
$3.09K ﹤0.01%
+1,466
3233
$3.09K ﹤0.01%
232
3234
$3.09K ﹤0.01%
478
-12,872
3235
$3.08K ﹤0.01%
+88
3236
$3.08K ﹤0.01%
259
-260
3237
$3.08K ﹤0.01%
40
3238
$3.06K ﹤0.01%
70
3239
$3.06K ﹤0.01%
80
-9
3240
$3.05K ﹤0.01%
498
-200
3241
$3.04K ﹤0.01%
137
-301
3242
$3.03K ﹤0.01%
+757
3243
$3.03K ﹤0.01%
31
3244
$3.02K ﹤0.01%
242
-53
3245
$3.01K ﹤0.01%
545
-418
3246
$2.99K ﹤0.01%
1,700
3247
$2.98K ﹤0.01%
121
-342
3248
$2.98K ﹤0.01%
213
3249
$2.97K ﹤0.01%
+35
3250
$2.93K ﹤0.01%
32
-62
128 129
130
131 132