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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
976
$1.22M 0.01%
18,572
-213
977
$1.22M 0.01%
50,849
-64,561
978
$1.21M 0.01%
8,882
+1,284
979
$1.21M 0.01%
11,190
-413
980
$1.21M 0.01%
37,655
+8,361
981
$1.21M 0.01%
10,996
+558
982
$1.2M 0.01%
32,804
+11,136
983
$1.2M 0.01%
808
+40
984
$1.2M 0.01%
6,515
-6,032
985
$1.2M 0.01%
26,706
+151
986
$1.19M 0.01%
13,532
-118
987
$1.19M 0.01%
2,573
-222
988
$1.19M 0.01%
39,090
+6,752
989
$1.19M 0.01%
19,995
+10,038
990
$1.18M 0.01%
145,375
+4,957
991
$1.17M 0.01%
37,685
+5,003
992
$1.17M 0.01%
94,035
+12,611
993
$1.17M 0.01%
36,669
+3,218
994
$1.17M 0.01%
6,664
+918
995
$1.16M 0.01%
4,318
+1,017
996
$1.16M 0.01%
11,686
-403
997
$1.16M 0.01%
57,817
+3,663
998
$1.16M 0.01%
7,170
-762
999
$1.16M 0.01%
52,388
+2,328
1000
$1.16M 0.01%
58,164
-4,752
38 39
40
41 42