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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
801
$1.8M 0.01%
28,066
-2,265
802
$1.79M 0.01%
27,027
+17,063
803
$1.79M 0.01%
55,053
+10,306
804
$1.79M 0.01%
121,179
+2,849
805
$1.78M 0.01%
205,750
-3,213
806
$1.78M 0.01%
5,664
+2,167
807
$1.77M 0.01%
15,364
-2,712
808
$1.77M 0.01%
17,289
+17,223
809
$1.77M 0.01%
46,687
+4,068
810
$1.77M 0.01%
24,926
-1,071
811
$1.77M 0.01%
37,267
-3,935
812
$1.76M 0.01%
21,176
+21,024
813
$1.76M 0.01%
+41,018
814
$1.75M 0.01%
3,906
-2,287
815
$1.75M 0.01%
78,507
+6,561
816
$1.75M 0.01%
19,556
+484
817
$1.75M 0.01%
56,400
+260
818
$1.75M 0.01%
17,879
+372
819
$1.74M 0.01%
156,072
+13,357
820
$1.74M 0.01%
21,270
-926
821
$1.73M 0.01%
95,013
+3,773
822
$1.73M 0.01%
72,244
+71,957
823
$1.72M 0.01%
67,700
+48,415
824
$1.71M 0.01%
28,596
+11,457
825
$1.71M 0.01%
149,386
-4,878
31 32
33
34 35