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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
876
$1.52M 0.01%
39,187
-15,005
877
$1.52M 0.01%
21,684
-2,124
878
$1.51M 0.01%
16,926
+4,167
879
$1.51M 0.01%
18,011
-566
880
$1.51M 0.01%
131,080
+33,307
881
$1.51M 0.01%
39,593
+13,674
882
$1.51M 0.01%
40,447
+33,780
883
$1.51M 0.01%
29,823
+19,734
884
$1.51M 0.01%
10,682
+4,295
885
$1.5M 0.01%
14,914
+2,361
886
$1.5M 0.01%
23,077
+55
887
$1.49M 0.01%
38,609
-229
888
$1.49M 0.01%
100,204
+18,800
889
$1.49M 0.01%
48,275
-800
890
$1.49M 0.01%
38,205
+7,426
891
$1.49M 0.01%
12,133
-155
892
$1.48M 0.01%
15,562
+10,209
893
$1.47M 0.01%
88,864
+53,767
894
$1.47M 0.01%
2,277
-214
895
$1.47M 0.01%
36,402
+6,658
896
$1.47M 0.01%
176,863
-773
897
$1.46M 0.01%
79,641
+637
898
$1.46M 0.01%
5,417
+5,199
899
$1.46M 0.01%
278,701
-14,916
900
$1.45M 0.01%
+31,159
34 35
36
37 38