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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
351
$6.97M 0.05%
15,635
+5,429
352
$6.96M 0.05%
57,120
+2,272
353
$6.93M 0.05%
68,799
+5,137
354
$6.89M 0.05%
+165,966
355
$6.84M 0.05%
92,844
+11,394
356
$6.82M 0.05%
91,132
+7,844
357
$6.82M 0.05%
111,186
+110,880
358
$6.68M 0.05%
161,012
-96,958
359
$6.64M 0.05%
31,492
+7,075
360
$6.62M 0.05%
183,416
+115,820
361
$6.59M 0.05%
78,731
+12,000
362
$6.57M 0.05%
59,541
+12,085
363
$6.56M 0.05%
71,059
+17,841
364
$6.52M 0.05%
381,203
+132,890
365
$6.45M 0.05%
110,844
+99,587
366
$6.45M 0.05%
19,522
+5,224
367
$6.44M 0.05%
42,590
+5,706
368
$6.42M 0.05%
193,379
+7,359
369
$6.4M 0.05%
136,165
+3,880
370
$6.39M 0.05%
13,632
+709
371
$6.39M 0.05%
62,500
-2,419
372
$6.37M 0.05%
127,953
-3,531
373
$6.36M 0.05%
112,731
-1,920
374
$6.35M 0.05%
152,789
-66,577
375
$6.34M 0.05%
90,209
+9,474
13 14
15
16 17