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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
26
$81.1M 0.59%
222,354
+12,623
27
$79.6M 0.58%
508,930
+37,148
28
$76.2M 0.55%
418,397
+80,354
29
$76M 0.55%
150,739
+28,029
30
$75.8M 0.55%
441,911
+51,874
31
$69.9M 0.51%
494,751
+24,099
32
$68.2M 0.5%
254,914
+6,903
33
$67.5M 0.49%
586,380
+87,843
34
$67.3M 0.49%
657,799
+308,040
35
$67.3M 0.49%
79,146
+8,243
36
$63.7M 0.46%
191,163
+11,524
37
$63.2M 0.46%
419,852
+76,710
38
$62.7M 0.46%
123,126
+13,924
39
$62.5M 0.46%
342,482
+92,250
40
$62M 0.45%
853,967
+92,441
41
$60.8M 0.44%
844,238
+300,933
42
$58.4M 0.43%
169,668
+18,201
43
$56.4M 0.41%
985,619
-3,325
44
$55.5M 0.4%
304,801
+54,597
45
$55.2M 0.4%
241,813
+20,670
46
$54.3M 0.4%
224,395
+22,034
47
$51.6M 0.38%
869,577
+52,873
48
$51.4M 0.37%
759,835
+57,137
49
$51M 0.37%
64,715
+11,072
50
$50.2M 0.37%
222,606
-2,008
1
2
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