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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
326
$7.82M 0.06%
95,784
-8,510
327
$7.78M 0.06%
14,364
+2,492
328
$7.78M 0.06%
163,634
+9,255
329
$7.78M 0.06%
22,854
+6,066
330
$7.67M 0.06%
264,697
+20,538
331
$7.65M 0.06%
44,598
-1,250
332
$7.65M 0.06%
164,951
+117,756
333
$7.62M 0.06%
289,543
+3,432
334
$7.59M 0.06%
111,437
+10,237
335
$7.52M 0.05%
169,546
+154,652
336
$7.51M 0.05%
358,218
+20,067
337
$7.5M 0.05%
113,800
+84,574
338
$7.38M 0.05%
65,305
+63,543
339
$7.35M 0.05%
108,803
-4,784
340
$7.34M 0.05%
161,676
+9,938
341
$7.3M 0.05%
36,480
+16,096
342
$7.28M 0.05%
274,046
+196,973
343
$7.26M 0.05%
174,707
+31,966
344
$7.24M 0.05%
141,149
+10,009
345
$7.22M 0.05%
79,845
+1,245
346
$7.2M 0.05%
65,375
-1,276
347
$7.19M 0.05%
18,773
-3,983
348
$7.16M 0.05%
125,813
+106,490
349
$7.15M 0.05%
19,150
+493
350
$7.09M 0.05%
140,428
+42,065
12 13
14
15 16