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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
3401
$1.37K ﹤0.01%
200
3402
$1.37K ﹤0.01%
1,000
3403
$1.36K ﹤0.01%
22
3404
$1.35K ﹤0.01%
+212
3405
$1.35K ﹤0.01%
100
3406
$1.34K ﹤0.01%
+30
3407
$1.33K ﹤0.01%
+50
3408
$1.33K ﹤0.01%
97
3409
$1.32K ﹤0.01%
194
3410
$1.29K ﹤0.01%
430
3411
$1.29K ﹤0.01%
126
3412
$1.28K ﹤0.01%
104
-48
3413
$1.28K ﹤0.01%
246
3414
$1.27K ﹤0.01%
42
-122
3415
$1.25K ﹤0.01%
314
+9
3416
$1.25K ﹤0.01%
88
-867
3417
$1.24K ﹤0.01%
15
3418
$1.24K ﹤0.01%
300
3419
$1.24K ﹤0.01%
20
3420
$1.23K ﹤0.01%
+193
3421
$1.22K ﹤0.01%
300
3422
$1.21K ﹤0.01%
76
-140
3423
$1.21K ﹤0.01%
104
3424
$1.2K ﹤0.01%
236
3425
$1.19K ﹤0.01%
13
135 136
137
138 139