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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
776
$1.89M 0.01%
32,848
+13,626
777
$1.89M 0.01%
40,018
-3,298
778
$1.88M 0.01%
251,858
+6,743
779
$1.88M 0.01%
7,310
-852
780
$1.87M 0.01%
43,326
+13,544
781
$1.87M 0.01%
116,762
+6,164
782
$1.87M 0.01%
93,434
-3,856
783
$1.86M 0.01%
8,272
-639
784
$1.86M 0.01%
13,800
+4,116
785
$1.86M 0.01%
13,954
-1,305
786
$1.86M 0.01%
53,342
-1,215
787
$1.85M 0.01%
+10,792
788
$1.85M 0.01%
9,357
-168
789
$1.84M 0.01%
47,415
-25,551
790
$1.84M 0.01%
36,089
+13,279
791
$1.84M 0.01%
26,963
+2,128
792
$1.84M 0.01%
48,432
+703
793
$1.83M 0.01%
26,674
+1,476
794
$1.82M 0.01%
65,956
+5,263
795
$1.82M 0.01%
36,423
-10,455
796
$1.81M 0.01%
29,706
+15,649
797
$1.81M 0.01%
52,901
-8,735
798
$1.81M 0.01%
37,729
+5,225
799
$1.81M 0.01%
17,869
-2,227
800
$1.8M 0.01%
28,686
+10,789
30 31
32
33 34