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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
751
$2.01M 0.01%
33,818
-87
752
$1.99M 0.01%
62,718
+3,082
753
$1.99M 0.01%
79,165
+78,565
754
$1.99M 0.01%
69,351
+50,474
755
$1.99M 0.01%
14,522
-6,813
756
$1.98M 0.01%
10,847
+1,138
757
$1.97M 0.01%
3,344
+72
758
$1.97M 0.01%
40,936
-337
759
$1.97M 0.01%
32,096
-203
760
$1.96M 0.01%
+43,999
761
$1.95M 0.01%
13,942
+12,897
762
$1.95M 0.01%
29,526
-24,693
763
$1.93M 0.01%
2,141
-882
764
$1.93M 0.01%
19,611
-9,944
765
$1.92M 0.01%
57,302
+6,613
766
$1.92M 0.01%
15,227
+2,231
767
$1.92M 0.01%
72,229
+28,535
768
$1.92M 0.01%
18,351
-675
769
$1.92M 0.01%
15,302
+15,193
770
$1.92M 0.01%
70,096
-30,113
771
$1.91M 0.01%
17,887
+3,643
772
$1.91M 0.01%
43,312
-5,268
773
$1.9M 0.01%
40,720
+11,711
774
$1.89M 0.01%
57,874
+2,250
775
$1.89M 0.01%
6,921
+5,451
29 30
31
32 33