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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
3276
$2.68K ﹤0.01%
12
-70
3277
$2.68K ﹤0.01%
81
-98
3278
$2.62K ﹤0.01%
73
3279
$2.61K ﹤0.01%
100
3280
$2.59K ﹤0.01%
173
-150
3281
$2.59K ﹤0.01%
2,535
3282
$2.54K ﹤0.01%
60
3283
$2.54K ﹤0.01%
378
-95
3284
$2.53K ﹤0.01%
159
+33
3285
$2.52K ﹤0.01%
42
-59
3286
$2.5K ﹤0.01%
+21
3287
$2.49K ﹤0.01%
17
3288
$2.49K ﹤0.01%
150
3289
$2.49K ﹤0.01%
300
3290
$2.48K ﹤0.01%
70
3291
$2.47K ﹤0.01%
896
3292
$2.45K ﹤0.01%
108
3293
$2.44K ﹤0.01%
1,400
3294
$2.39K ﹤0.01%
63
-10,401
3295
$2.38K ﹤0.01%
13
-3
3296
$2.34K ﹤0.01%
15
-100
3297
$2.34K ﹤0.01%
1
3298
$2.32K ﹤0.01%
70
-383
3299
$2.3K ﹤0.01%
448
3300
$2.29K ﹤0.01%
374
-2,286
130 131
132
133 134