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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
676
$2.39M 0.02%
58,111
+378
677
$2.38M 0.02%
122,359
+10,364
678
$2.38M 0.02%
18,347
+2,782
679
$2.38M 0.02%
13,576
+2,356
680
$2.36M 0.02%
106,774
-121,347
681
$2.36M 0.02%
1,844
+1,627
682
$2.35M 0.02%
25,714
+2,777
683
$2.35M 0.02%
65,973
+58,767
684
$2.35M 0.02%
21,630
-1,080
685
$2.35M 0.02%
59,618
-8,961
686
$2.35M 0.02%
13,790
-3,983
687
$2.35M 0.02%
61,278
+17,497
688
$2.34M 0.02%
98,672
+57,956
689
$2.34M 0.02%
14,782
-3,181
690
$2.34M 0.02%
24,572
+17,344
691
$2.32M 0.02%
25,890
+22,797
692
$2.3M 0.02%
26,823
+806
693
$2.3M 0.02%
49,184
+20,357
694
$2.3M 0.02%
18,264
+3,656
695
$2.29M 0.02%
15,158
+1,062
696
$2.29M 0.02%
24,258
-1,209
697
$2.29M 0.02%
16,747
+564
698
$2.27M 0.02%
30,416
+608
699
$2.26M 0.02%
63,878
+30,361
700
$2.25M 0.02%
90,062
+2,836
26 27
28
29 30