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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
701
$2.25M 0.02%
14,115
+8,340
702
$2.25M 0.02%
17,845
-948
703
$2.24M 0.02%
14,763
+2,047
704
$2.24M 0.02%
3,771
-3,120
705
$2.24M 0.02%
25,561
+1,317
706
$2.24M 0.02%
30,540
+17,260
707
$2.24M 0.02%
8,806
+714
708
$2.24M 0.02%
5,984
+1,851
709
$2.21M 0.02%
80,719
+63,664
710
$2.21M 0.02%
82,825
+55,109
711
$2.21M 0.02%
35,001
+1,058
712
$2.2M 0.02%
23,603
+6,228
713
$2.2M 0.02%
49,170
+5,013
714
$2.19M 0.02%
29,877
+211
715
$2.19M 0.02%
53,938
+3,946
716
$2.18M 0.02%
47,201
+46,183
717
$2.17M 0.02%
64,535
+3,351
718
$2.16M 0.02%
3,836
+1,584
719
$2.16M 0.02%
+25,528
720
$2.16M 0.02%
22,311
+1,840
721
$2.15M 0.02%
32,481
+12,674
722
$2.15M 0.02%
5,266
+908
723
$2.15M 0.02%
+166,638
724
$2.14M 0.02%
9,479
-377
725
$2.14M 0.02%
63,325
-27,815
27 28
29
30 31