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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
826
$1.71M 0.01%
95,484
-915
827
$1.7M 0.01%
122,560
+3,179
828
$1.7M 0.01%
85,044
+67,401
829
$1.7M 0.01%
18,356
+5,657
830
$1.7M 0.01%
43,240
+1,607
831
$1.69M 0.01%
81,576
+7,775
832
$1.69M 0.01%
19,123
+4,957
833
$1.68M 0.01%
45,375
-18,866
834
$1.68M 0.01%
18,594
+4,372
835
$1.68M 0.01%
38,110
-1,566
836
$1.67M 0.01%
18,701
-6,634
837
$1.67M 0.01%
71,873
-10,393
838
$1.67M 0.01%
79,918
+16,184
839
$1.66M 0.01%
43,322
+14,078
840
$1.66M 0.01%
51,630
+6,469
841
$1.65M 0.01%
43,191
+902
842
$1.64M 0.01%
27,511
-3,049
843
$1.63M 0.01%
18,553
+476
844
$1.63M 0.01%
11,394
+7,491
845
$1.63M 0.01%
94,971
+83,523
846
$1.62M 0.01%
3,024
-359
847
$1.62M 0.01%
15,169
-768
848
$1.61M 0.01%
54,231
+2,383
849
$1.61M 0.01%
6,154
-5,363
850
$1.61M 0.01%
16,537
-8,237
32 33
34
35 36