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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
1026
$1.09M 0.01%
48,042
+16,705
1027
$1.08M 0.01%
31,914
+4,225
1028
$1.08M 0.01%
4,863
+332
1029
$1.08M 0.01%
11,638
+1,630
1030
$1.08M 0.01%
21,661
-57,869
1031
$1.08M 0.01%
50,074
+2,149
1032
$1.08M 0.01%
40,738
+40,543
1033
$1.07M 0.01%
17,466
+16,855
1034
$1.07M 0.01%
156,797
+15,010
1035
$1.06M 0.01%
72,704
+3,140
1036
$1.06M 0.01%
14,290
-1,976
1037
$1.06M 0.01%
10,962
+2,567
1038
$1.05M 0.01%
6,329
-2,137
1039
$1.05M 0.01%
11,043
+9,662
1040
$1.05M 0.01%
24,540
+4,660
1041
$1.04M 0.01%
23,818
+17
1042
$1.04M 0.01%
1,378
-785
1043
$1.04M 0.01%
39,982
-1,116
1044
$1.04M 0.01%
21,442
-1,250
1045
$1.04M 0.01%
50,932
+50,846
1046
$1.04M 0.01%
17,238
+12,455
1047
$1.03M 0.01%
4,184
-21
1048
$1.03M 0.01%
86,414
+73,912
1049
$1.03M 0.01%
12,611
+3,596
1050
$1.03M 0.01%
14,154
-5,176
40 41
42
43 44