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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
851
$1.6M 0.01%
12,444
+6,225
852
$1.6M 0.01%
29,684
+2,195
853
$1.6M 0.01%
11,633
+1,944
854
$1.6M 0.01%
11,308
+5,414
855
$1.59M 0.01%
45,853
-690
856
$1.59M 0.01%
42,375
+4,699
857
$1.59M 0.01%
12,299
-103
858
$1.59M 0.01%
15,903
-121
859
$1.59M 0.01%
8,736
+8,232
860
$1.59M 0.01%
56,719
+16,921
861
$1.58M 0.01%
38,809
+1,634
862
$1.58M 0.01%
29,220
+17,818
863
$1.58M 0.01%
42,518
+14
864
$1.56M 0.01%
10,372
+2,140
865
$1.56M 0.01%
52,792
+7,711
866
$1.55M 0.01%
316,700
-5,300
867
$1.55M 0.01%
43,050
+101
868
$1.54M 0.01%
11,981
+2,203
869
$1.54M 0.01%
29,398
+23,306
870
$1.54M 0.01%
7,999
-1,497
871
$1.54M 0.01%
50,183
+4,458
872
$1.53M 0.01%
52,325
+41,458
873
$1.53M 0.01%
32,915
+11,164
874
$1.52M 0.01%
23,712
+13,732
875
$1.52M 0.01%
10,437
-2,344
33 34
35
36 37