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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
3426
$1.19K ﹤0.01%
168
-10
3427
$1.19K ﹤0.01%
406
-272
3428
$1.19K ﹤0.01%
105
-25,880
3429
$1.18K ﹤0.01%
40
3430
$1.18K ﹤0.01%
476
-233
3431
$1.18K ﹤0.01%
328
-31
3432
$1.17K ﹤0.01%
40
3433
$1.17K ﹤0.01%
720
-1,200
3434
$1.17K ﹤0.01%
40
-6
3435
$1.16K ﹤0.01%
26
3436
$1.16K ﹤0.01%
8,800
-6,050
3437
$1.15K ﹤0.01%
51
3438
$1.15K ﹤0.01%
24
-203
3439
$1.14K ﹤0.01%
46
3440
$1.12K ﹤0.01%
+100
3441
$1.12K ﹤0.01%
481
-93
3442
$1.12K ﹤0.01%
35
-16,558
3443
$1.12K ﹤0.01%
100
-18,831
3444
$1.11K ﹤0.01%
17
-8,870
3445
$1.11K ﹤0.01%
+304
3446
$1.11K ﹤0.01%
12
3447
$1.11K ﹤0.01%
900
+200
3448
$1.11K ﹤0.01%
300
3449
$1.09K ﹤0.01%
73
-11,581
3450
$1.08K ﹤0.01%
24
-5,044
136 137
138
139 140