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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
426
$5.31M 0.04%
75,480
-3,615
427
$5.28M 0.04%
99,570
-5,596
428
$5.27M 0.04%
207,254
+112,599
429
$5.23M 0.04%
80,076
-2,727
430
$5.2M 0.04%
131,183
+112,369
431
$5.19M 0.04%
116,846
-3,545
432
$5.17M 0.04%
28,367
+8,377
433
$5.17M 0.04%
154,940
+49,160
434
$5.15M 0.04%
79,311
+25,620
435
$5.14M 0.04%
26,354
+11,633
436
$5.12M 0.04%
135,474
+13,101
437
$5.12M 0.04%
95,634
+29,666
438
$5.1M 0.04%
32,794
+7,765
439
$5.09M 0.04%
82,644
+1,644
440
$5.08M 0.04%
49,219
+46,985
441
$5.07M 0.04%
115,319
-19,479
442
$5.06M 0.04%
24,875
+3,228
443
$5.04M 0.04%
44,885
+5,414
444
$5.04M 0.04%
67,410
+1,732
445
$5.03M 0.04%
86,730
+66,034
446
$5.01M 0.04%
25,771
+8,845
447
$4.99M 0.04%
51,375
+5,363
448
$4.98M 0.04%
236,435
+10,424
449
$4.97M 0.04%
95,766
-23,378
450
$4.96M 0.04%
160,572
+30,960
16 17
18
19 20