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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
601
$3.01M 0.02%
102,234
+79,700
602
$3.01M 0.02%
22,715
-422
603
$3M 0.02%
57,017
+36,446
604
$3M 0.02%
127,504
+4,937
605
$3M 0.02%
506,016
-137,910
606
$2.99M 0.02%
120,591
+4,492
607
$2.99M 0.02%
122,988
+4,930
608
$2.98M 0.02%
39,860
-581
609
$2.97M 0.02%
29,710
+2,894
610
$2.96M 0.02%
23,998
-667
611
$2.96M 0.02%
18,516
+4,192
612
$2.95M 0.02%
81,311
+24,412
613
$2.94M 0.02%
106,546
-41,345
614
$2.94M 0.02%
89,249
+7,383
615
$2.92M 0.02%
12,068
-539
616
$2.92M 0.02%
30,942
-3,097
617
$2.91M 0.02%
54,112
+32,110
618
$2.9M 0.02%
111,527
+1,710
619
$2.88M 0.02%
15,942
-6,179
620
$2.87M 0.02%
77,603
+20,980
621
$2.87M 0.02%
67,448
-5,202
622
$2.86M 0.02%
120,408
-83,320
623
$2.86M 0.02%
216,807
+14,146
624
$2.86M 0.02%
84,883
-4,933
625
$2.85M 0.02%
12,695
-4,036
23 24
25
26 27