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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
376
$6.32M 0.05%
30,429
+5,199
377
$6.32M 0.05%
125,506
-2,227
378
$6.31M 0.05%
31,512
+9,429
379
$6.31M 0.05%
+55,490
380
$6.3M 0.05%
12,453
+849
381
$6.29M 0.05%
112,219
-7,928
382
$6.28M 0.05%
221,226
+3,636
383
$6.26M 0.05%
81,307
+20,644
384
$6.25M 0.05%
281,183
+45,676
385
$6.25M 0.05%
23,955
+10,538
386
$6.21M 0.05%
51,446
+3,999
387
$6.19M 0.05%
57,987
+16,970
388
$6.18M 0.05%
19,654
-642
389
$6.15M 0.04%
13,825
+1,044
390
$6.14M 0.04%
297,400
+284,507
391
$6.11M 0.04%
22,080
+18,013
392
$6.11M 0.04%
84,710
+628
393
$6.1M 0.04%
35,192
+8,688
394
$6.08M 0.04%
226,085
+5,325
395
$6.07M 0.04%
29,624
+24,870
396
$6.04M 0.04%
3,678
+1,768
397
$6.01M 0.04%
444,079
-39,180
398
$6M 0.04%
211,106
+15,975
399
$6M 0.04%
191,052
-16,178
400
$6M 0.04%
78,297
+1,992
14 15
16
17 18