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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
401
$5.97M 0.04%
192,683
+38,749
402
$5.95M 0.04%
43,088
+357
403
$5.92M 0.04%
81,982
+46,557
404
$5.85M 0.04%
286,194
+47,672
405
$5.84M 0.04%
67,897
+18,740
406
$5.83M 0.04%
304,213
+52,586
407
$5.8M 0.04%
301,742
+80,984
408
$5.78M 0.04%
291,085
+68,308
409
$5.75M 0.04%
148,053
+444
410
$5.67M 0.04%
+119,479
411
$5.66M 0.04%
55,065
+28,246
412
$5.63M 0.04%
34,386
+12,078
413
$5.62M 0.04%
140,352
+76,812
414
$5.61M 0.04%
37,919
-2,697
415
$5.61M 0.04%
55,729
+14,905
416
$5.6M 0.04%
110,150
+59,842
417
$5.57M 0.04%
265,041
+54,092
418
$5.53M 0.04%
202,653
+202,170
419
$5.53M 0.04%
37,483
+2,900
420
$5.51M 0.04%
349,372
+127,893
421
$5.47M 0.04%
19,882
+134
422
$5.46M 0.04%
72,452
-16,391
423
$5.44M 0.04%
189,117
+43,635
424
$5.39M 0.04%
231,250
+20,062
425
$5.32M 0.04%
181,561
-26,795
15 16
17
18 19