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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
501
$4.24M 0.03%
168,957
+17,922
502
$4.22M 0.03%
68,048
+5,483
503
$4.21M 0.03%
+87,713
504
$4.21M 0.03%
12,796
-321
505
$4.2M 0.03%
84,219
+71,765
506
$4.18M 0.03%
271,820
+163,698
507
$4.17M 0.03%
31,294
+1,403
508
$4.17M 0.03%
26,606
+2,317
509
$4.16M 0.03%
32,670
+6,794
510
$4.15M 0.03%
90,934
+17,641
511
$4.12M 0.03%
189,594
-9,980
512
$4.12M 0.03%
93,787
+4,750
513
$4.12M 0.03%
82,126
+37,854
514
$4.1M 0.03%
59,095
-35
515
$4.08M 0.03%
8,466
+2,430
516
$3.96M 0.03%
47,822
-2,220
517
$3.95M 0.03%
78,581
-24,557
518
$3.95M 0.03%
86,961
+57,776
519
$3.95M 0.03%
44,040
+14,625
520
$3.92M 0.03%
119,394
-24,028
521
$3.92M 0.03%
9,166
+789
522
$3.91M 0.03%
150,855
+29,694
523
$3.91M 0.03%
16,733
-4,870
524
$3.91M 0.03%
66,203
-1,889
525
$3.89M 0.03%
220,327
+93,883
19 20
21
22 23