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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
526
$3.88M 0.03%
115,218
-200
527
$3.87M 0.03%
49,885
+3,245
528
$3.87M 0.03%
49,589
+5,779
529
$3.86M 0.03%
11,569
+200
530
$3.85M 0.03%
10,545
+2,306
531
$3.84M 0.03%
71,852
-2,506
532
$3.8M 0.03%
60,976
-45,121
533
$3.79M 0.03%
159,564
+4,128
534
$3.78M 0.03%
55,118
-5,307
535
$3.77M 0.03%
52,424
+5,937
536
$3.75M 0.03%
47,711
+24,949
537
$3.75M 0.03%
163,119
+2
538
$3.74M 0.03%
170,030
539
$3.71M 0.03%
24,354
-2,538
540
$3.7M 0.03%
33,622
+4,229
541
$3.69M 0.03%
92,913
+23,983
542
$3.69M 0.03%
41,122
+1,261
543
$3.68M 0.03%
106,044
+3,208
544
$3.64M 0.03%
25,018
+7,202
545
$3.63M 0.03%
60,227
+6,716
546
$3.6M 0.03%
70,486
+147
547
$3.59M 0.03%
74,426
-629
548
$3.59M 0.03%
20,524
-1,165
549
$3.59M 0.03%
90,312
+9,506
550
$3.58M 0.03%
32,936
-51,424
20 21
22
23 24