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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
551
$3.57M 0.03%
284,525
+78,926
552
$3.54M 0.03%
105,929
+26,610
553
$3.54M 0.03%
36,960
+8,286
554
$3.51M 0.03%
90,442
+33,333
555
$3.5M 0.03%
44,572
-3,726
556
$3.49M 0.03%
6,523
+1,312
557
$3.48M 0.03%
63,224
+42,103
558
$3.47M 0.03%
172,759
+13,122
559
$3.47M 0.03%
14,023
+590
560
$3.47M 0.03%
11,563
-6,991
561
$3.46M 0.03%
16,099
+784
562
$3.44M 0.03%
+75,698
563
$3.39M 0.02%
81,185
+30,534
564
$3.37M 0.02%
232,409
+72,742
565
$3.35M 0.02%
83,270
+708
566
$3.34M 0.02%
28,317
-9,528
567
$3.32M 0.02%
16,877
-2,382
568
$3.32M 0.02%
81,784
+5,086
569
$3.32M 0.02%
26,014
+566
570
$3.31M 0.02%
47,203
+737
571
$3.31M 0.02%
11,266
+3,781
572
$3.3M 0.02%
62,834
-1,056
573
$3.29M 0.02%
2,588,823
+600,143
574
$3.29M 0.02%
23,755
-4,782
575
$3.28M 0.02%
38,911
+4,142
21 22
23
24 25