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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
626
$2.85M 0.02%
29,826
-278
627
$2.85M 0.02%
121,344
+5,081
628
$2.84M 0.02%
121,559
+27,851
629
$2.82M 0.02%
41,604
+13,713
630
$2.81M 0.02%
22,746
-2,064
631
$2.79M 0.02%
422,199
+102,973
632
$2.78M 0.02%
74,176
-2
633
$2.77M 0.02%
118,886
+2,307
634
$2.77M 0.02%
18,255
+845
635
$2.74M 0.02%
164,352
+62,271
636
$2.73M 0.02%
117,647
+7,645
637
$2.73M 0.02%
77,975
+69,201
638
$2.72M 0.02%
97,661
+87,184
639
$2.72M 0.02%
33,445
-814
640
$2.71M 0.02%
51,390
-11,548
641
$2.7M 0.02%
18,542
+5,609
642
$2.7M 0.02%
70,048
+26,793
643
$2.67M 0.02%
37,452
-1,186
644
$2.67M 0.02%
126,997
-44,368
645
$2.67M 0.02%
53,742
+10,601
646
$2.66M 0.02%
896
+268
647
$2.66M 0.02%
54,207
+12,999
648
$2.64M 0.02%
8,852
-6,783
649
$2.64M 0.02%
41,566
+3,940
650
$2.63M 0.02%
54,220
+12,210
24 25
26
27 28