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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
576
$3.28M 0.02%
48,677
+23,999
577
$3.28M 0.02%
94,247
+9,498
578
$3.27M 0.02%
44,006
+13,913
579
$3.23M 0.02%
134,408
+88,758
580
$3.22M 0.02%
34,774
-2,069
581
$3.21M 0.02%
182,844
+66,010
582
$3.21M 0.02%
77,786
-1,434
583
$3.2M 0.02%
91,042
-2,219
584
$3.18M 0.02%
11,960
+2,300
585
$3.18M 0.02%
23,556
+3,824
586
$3.16M 0.02%
21,183
-3,669
587
$3.15M 0.02%
65,044
+22,701
588
$3.14M 0.02%
71,451
+6,438
589
$3.08M 0.02%
46,147
+13,849
590
$3.07M 0.02%
29,367
+10,727
591
$3.07M 0.02%
111,586
+1,304
592
$3.06M 0.02%
15,086
+7,846
593
$3.06M 0.02%
154,592
+2,460
594
$3.05M 0.02%
75,049
-3,172
595
$3.04M 0.02%
71,477
-1,650
596
$3.04M 0.02%
79,325
+188
597
$3.03M 0.02%
51,792
-3,787
598
$3.03M 0.02%
22,962
+1,463
599
$3.03M 0.02%
86,694
+17,139
600
$3.02M 0.02%
60,000
+45,882
22 23
24
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