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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
1001
$1.16M 0.01%
26,779
-591
1002
$1.16M 0.01%
32,572
-2,204
1003
$1.15M 0.01%
45,347
+5,394
1004
$1.15M 0.01%
8,697
-731
1005
$1.14M 0.01%
35,247
+147
1006
$1.14M 0.01%
14,645
+775
1007
$1.14M 0.01%
83,347
-750
1008
$1.13M 0.01%
14,892
-2,779
1009
$1.13M 0.01%
5,139
+956
1010
$1.12M 0.01%
22,865
-3,359
1011
$1.12M 0.01%
31,520
+13,760
1012
$1.12M 0.01%
214,744
-200
1013
$1.12M 0.01%
17,104
-2,965
1014
$1.11M 0.01%
42,029
-3,283
1015
$1.11M 0.01%
6,072
-829
1016
$1.1M 0.01%
17,021
+424
1017
$1.1M 0.01%
12,578
+6,897
1018
$1.1M 0.01%
22,012
-626
1019
$1.1M 0.01%
7,576
-4,622
1020
$1.1M 0.01%
2,028
-228
1021
$1.1M 0.01%
3,414
-4,340
1022
$1.1M 0.01%
31,654
+455
1023
$1.09M 0.01%
+21,806
1024
$1.09M 0.01%
55,716
-7,019
1025
$1.09M 0.01%
16,148
+1,510
39 40
41
42 43