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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
926
$1.36M 0.01%
88,969
+79,964
927
$1.36M 0.01%
34,783
+33,644
928
$1.36M 0.01%
21,588
+2,114
929
$1.35M 0.01%
31,190
+28,384
930
$1.35M 0.01%
20,673
+13,209
931
$1.34M 0.01%
59,744
+7,405
932
$1.34M 0.01%
10,208
-1,535
933
$1.33M 0.01%
25,154
-3,271
934
$1.33M 0.01%
18,943
-1,056
935
$1.33M 0.01%
+39,940
936
$1.33M 0.01%
36,522
-3,344
937
$1.31M 0.01%
+11,952
938
$1.31M 0.01%
59,350
-22,536
939
$1.31M 0.01%
21,683
-7,863
940
$1.31M 0.01%
36,577
+4,358
941
$1.3M 0.01%
48,590
-50,165
942
$1.3M 0.01%
32,430
+493
943
$1.3M 0.01%
92,239
-12,722
944
$1.29M 0.01%
11,482
-4,923
945
$1.29M 0.01%
+41,500
946
$1.29M 0.01%
104,758
+61,111
947
$1.29M 0.01%
24,585
-22,127
948
$1.28M 0.01%
27,293
+4,827
949
$1.28M 0.01%
20,847
+1,197
950
$1.27M 0.01%
9,105
+6,207
36 37
38
39 40