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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
476
$4.58M 0.03%
9,400
+2,506
477
$4.52M 0.03%
91,822
+80,098
478
$4.51M 0.03%
30,001
+15,934
479
$4.51M 0.03%
71,483
-11,466
480
$4.5M 0.03%
206,154
-2,865
481
$4.49M 0.03%
67,490
+10,093
482
$4.44M 0.03%
129,338
-4,365
483
$4.38M 0.03%
92,418
-4,576
484
$4.38M 0.03%
284,384
+276
485
$4.37M 0.03%
41,790
+6,362
486
$4.37M 0.03%
43,454
+5,411
487
$4.37M 0.03%
251,632
-69,449
488
$4.37M 0.03%
65,398
+48,484
489
$4.36M 0.03%
36,757
-11,033
490
$4.35M 0.03%
57,729
-7,117
491
$4.35M 0.03%
249,440
+21,847
492
$4.34M 0.03%
201,993
+16,623
493
$4.33M 0.03%
36,218
+2,753
494
$4.31M 0.03%
59,982
-132
495
$4.3M 0.03%
59,654
-1,500
496
$4.29M 0.03%
217,625
+3,045
497
$4.26M 0.03%
38,588
+14,169
498
$4.26M 0.03%
52,449
+2,598
499
$4.25M 0.03%
20,119
+918
500
$4.25M 0.03%
74,424
+30,714
18 19
20
21 22