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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
3301
$2.26K ﹤0.01%
106
-27
3302
$2.26K ﹤0.01%
269
3303
$2.25K ﹤0.01%
32
3304
$2.24K ﹤0.01%
50
3305
$2.24K ﹤0.01%
116
3306
$2.23K ﹤0.01%
130
3307
$2.22K ﹤0.01%
400
3308
$2.21K ﹤0.01%
+350
3309
$2.21K ﹤0.01%
894
3310
$2.21K ﹤0.01%
205
-156
3311
$2.2K ﹤0.01%
300
3312
$2.2K ﹤0.01%
184
+154
3313
$2.2K ﹤0.01%
344
-702
3314
$2.19K ﹤0.01%
119
-282
3315
$2.19K ﹤0.01%
600
3316
$2.19K ﹤0.01%
29
3317
$2.13K ﹤0.01%
+545
3318
$2.09K ﹤0.01%
+50
3319
$2.08K ﹤0.01%
318
-1
3320
$2.08K ﹤0.01%
33
3321
$2.07K ﹤0.01%
50
+25
3322
$2.06K ﹤0.01%
272
3323
$2.04K ﹤0.01%
+72
3324
$2.02K ﹤0.01%
81
3325
$2.01K ﹤0.01%
2,550
131 132
133
134 135