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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
3326
$2K ﹤0.01%
98
-360
3327
$2K ﹤0.01%
42
-63
3328
$2K ﹤0.01%
163
3329
$1.99K ﹤0.01%
47
3330
$1.99K ﹤0.01%
20
-6
3331
$1.98K ﹤0.01%
56
3332
$1.97K ﹤0.01%
50
+40
3333
$1.97K ﹤0.01%
100
-100
3334
$1.96K ﹤0.01%
96
-172
3335
$1.95K ﹤0.01%
269
-543
3336
$1.95K ﹤0.01%
+31
3337
$1.94K ﹤0.01%
100
3338
$1.94K ﹤0.01%
60
3339
$1.93K ﹤0.01%
26
3340
$1.93K ﹤0.01%
151
3341
$1.92K ﹤0.01%
50
-176
3342
$1.9K ﹤0.01%
20
3343
$1.9K ﹤0.01%
26
3344
$1.89K ﹤0.01%
11
-25
3345
$1.89K ﹤0.01%
134
3346
$1.89K ﹤0.01%
288
3347
$1.88K ﹤0.01%
209
3348
$1.87K ﹤0.01%
45
3349
$1.86K ﹤0.01%
+38
3350
$1.86K ﹤0.01%
100
132 133
134
135 136