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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
726
$2.13M 0.02%
49,164
-2,860
727
$2.12M 0.02%
63,402
+29,184
728
$2.12M 0.02%
12,832
+7,611
729
$2.1M 0.02%
42,312
+2,839
730
$2.1M 0.02%
98,688
+12,876
731
$2.09M 0.02%
66,682
+6,706
732
$2.06M 0.02%
19,868
-637
733
$2.06M 0.02%
26,184
-1,595
734
$2.06M 0.02%
74,698
+11,078
735
$2.05M 0.02%
75,769
+24,724
736
$2.05M 0.01%
108,929
+4,307
737
$2.05M 0.01%
97,673
+97,573
738
$2.05M 0.01%
17,318
-2,575
739
$2.04M 0.01%
89,151
+7,690
740
$2.04M 0.01%
87,657
-44,981
741
$2.03M 0.01%
13,400
+1,654
742
$2.03M 0.01%
27,559
+4,993
743
$2.03M 0.01%
13,164
+9,360
744
$2.02M 0.01%
13,868
+1,789
745
$2.02M 0.01%
15,207
+1,304
746
$2.02M 0.01%
6,766
+604
747
$2.02M 0.01%
19,486
-1,449
748
$2.02M 0.01%
33,407
-7,531
749
$2.02M 0.01%
14,413
+13,578
750
$2.01M 0.01%
24,849
+15,163
28 29
30
31 32