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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
901
$1.45M 0.01%
19,552
+12,852
902
$1.44M 0.01%
30,125
+338
903
$1.44M 0.01%
28,626
+4,963
904
$1.44M 0.01%
29,587
+6,330
905
$1.43M 0.01%
12,086
+379
906
$1.42M 0.01%
38,873
+140
907
$1.42M 0.01%
21,577
+690
908
$1.42M 0.01%
92,590
+4,666
909
$1.41M 0.01%
8,494
-941
910
$1.41M 0.01%
74,783
+681
911
$1.4M 0.01%
29,986
-6,643
912
$1.4M 0.01%
23,087
+4,456
913
$1.39M 0.01%
15,934
+10
914
$1.39M 0.01%
435,554
+329,303
915
$1.39M 0.01%
20,339
+3,243
916
$1.39M 0.01%
3,401
+639
917
$1.39M 0.01%
30,223
+17,809
918
$1.38M 0.01%
+16,581
919
$1.38M 0.01%
18,146
+624
920
$1.38M 0.01%
52,212
+23,572
921
$1.38M 0.01%
31,607
+514
922
$1.37M 0.01%
69,766
+11,712
923
$1.37M 0.01%
46,603
+521
924
$1.37M 0.01%
28,857
+6,090
925
$1.36M 0.01%
54,622
-40,247
35 36
37
38 39