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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
451
$4.91M 0.04%
255,720
+15,160
452
$4.9M 0.04%
276,197
+239,914
453
$4.9M 0.04%
210,857
+56,458
454
$4.89M 0.04%
62,035
+2,654
455
$4.85M 0.04%
35,168
+4,755
456
$4.83M 0.04%
195,057
-23,511
457
$4.81M 0.04%
42,176
+4,396
458
$4.8M 0.03%
20,169
-4,645
459
$4.77M 0.03%
93,441
+3,531
460
$4.77M 0.03%
130,173
+53,912
461
$4.75M 0.03%
186,841
+52,762
462
$4.75M 0.03%
42,110
+40,833
463
$4.72M 0.03%
10,832
+2,066
464
$4.72M 0.03%
124,316
-10,338
465
$4.71M 0.03%
236,302
+14,485
466
$4.71M 0.03%
116,022
+2,778
467
$4.71M 0.03%
81,591
+81,433
468
$4.7M 0.03%
45,764
+41,951
469
$4.67M 0.03%
39,869
-1,341
470
$4.64M 0.03%
44,780
-681
471
$4.63M 0.03%
67,594
+11,903
472
$4.62M 0.03%
138,000
+20,696
473
$4.6M 0.03%
86,904
+34,697
474
$4.59M 0.03%
4,368
+260
475
$4.59M 0.03%
100,248
+3,700
17 18
19
20 21