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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
3251
$2.92K ﹤0.01%
90
3252
$2.92K ﹤0.01%
430
+141
3253
$2.91K ﹤0.01%
17
-1
3254
$2.9K ﹤0.01%
47
-36
3255
$2.9K ﹤0.01%
70
-450
3256
$2.9K ﹤0.01%
345
+100
3257
$2.88K ﹤0.01%
104
3258
$2.88K ﹤0.01%
+100
3259
$2.87K ﹤0.01%
254
3260
$2.87K ﹤0.01%
100
-5,966
3261
$2.86K ﹤0.01%
100
3262
$2.86K ﹤0.01%
161
3263
$2.85K ﹤0.01%
73
+1
3264
$2.85K ﹤0.01%
105
3265
$2.82K ﹤0.01%
93
3266
$2.81K ﹤0.01%
1,309
3267
$2.8K ﹤0.01%
87
3268
$2.79K ﹤0.01%
50
3269
$2.79K ﹤0.01%
175
3270
$2.77K ﹤0.01%
733
-3,889
3271
$2.75K ﹤0.01%
33
-195
3272
$2.73K ﹤0.01%
+1,653
3273
$2.7K ﹤0.01%
320
-724
3274
$2.7K ﹤0.01%
49
3275
$2.69K ﹤0.01%
115
129 130
131
132 133