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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
951
$1.27M 0.01%
37,227
+10,762
952
$1.27M 0.01%
29,030
-5,966
953
$1.27M 0.01%
12,768
-1,300
954
$1.27M 0.01%
22,161
+382
955
$1.27M 0.01%
+53,074
956
$1.26M 0.01%
239,113
-14,670
957
$1.26M 0.01%
54,980
+2,064
958
$1.26M 0.01%
55,435
+2,128
959
$1.26M 0.01%
25,288
+4,529
960
$1.26M 0.01%
35,622
-598
961
$1.26M 0.01%
16,700
+4,245
962
$1.25M 0.01%
54,307
+2,371
963
$1.25M 0.01%
31,036
-8,406
964
$1.25M 0.01%
25,213
-441
965
$1.24M 0.01%
50,508
+2,384
966
$1.24M 0.01%
111,072
+20,417
967
$1.24M 0.01%
52,633
+4,820
968
$1.24M 0.01%
34,699
+17,833
969
$1.23M 0.01%
34,001
-1,492
970
$1.23M 0.01%
21,747
-2,905
971
$1.23M 0.01%
30,632
+18,304
972
$1.23M 0.01%
9,570
-165
973
$1.23M 0.01%
24,565
-20,360
974
$1.22M 0.01%
55,956
+11,486
975
$1.22M 0.01%
86,945
-43,666
37 38
39
40 41