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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
51
$48.6M 0.35%
187,296
+3,317
52
$48.5M 0.35%
455,086
+11,207
53
$48.4M 0.35%
2,085,864
-25,138
54
$46.9M 0.34%
236,802
+27,130
55
$46.2M 0.34%
195,903
+136,973
56
$46.1M 0.34%
237,043
+44,394
57
$45.5M 0.33%
318,580
+228,889
58
$45.4M 0.33%
190,356
+13,871
59
$43.5M 0.32%
473,381
+171,846
60
$42.5M 0.31%
258,837
+18,108
61
$41.9M 0.31%
498,951
+86,990
62
$41.8M 0.3%
253,210
+13,785
63
$41.7M 0.3%
175,921
+12,804
64
$41.2M 0.3%
762,195
+37,945
65
$40.7M 0.3%
447,056
+200,971
66
$40.6M 0.3%
188,892
+58,584
67
$40.3M 0.29%
759,155
-103,731
68
$40.1M 0.29%
1,386,508
+668,424
69
$39.9M 0.29%
197,976
+15,604
70
$39.6M 0.29%
431,294
+180,882
71
$39.4M 0.29%
904,224
+237,588
72
$39.4M 0.29%
136,923
+15,459
73
$39.2M 0.29%
268,520
+27,704
74
$38.8M 0.28%
887,613
+78,371
75
$38.7M 0.28%
176,862
+9,088
1 2
3
4 5