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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
1051
$1.02M 0.01%
9,642
+749
1052
$1.02M 0.01%
9,020
+1,393
1053
$1.02M 0.01%
26,901
+201
1054
$1.02M 0.01%
23,733
+17,954
1055
$1.02M 0.01%
69,165
+15,718
1056
$1.02M 0.01%
18,766
-1,732
1057
$1.02M 0.01%
60,315
+1,077
1058
$1.02M 0.01%
26,381
+1,661
1059
$1.01M 0.01%
23,908
+13,828
1060
$1.01M 0.01%
71,388
+26,285
1061
$1.01M 0.01%
40,396
+6,022
1062
$1.01M 0.01%
37,614
+1,663
1063
$1.01M 0.01%
4,803
-2,746
1064
$1.01M 0.01%
162,714
-4,500
1065
$1.01M 0.01%
8,990
+53
1066
$1.01M 0.01%
22,811
+17,120
1067
$1.01M 0.01%
9,641
+848
1068
$1M 0.01%
45,585
+2,490
1069
$1M 0.01%
35,888
-13,806
1070
$998K 0.01%
45,649
-1,056
1071
$997K 0.01%
28,033
+2,147
1072
$993K 0.01%
54,582
-20,386
1073
$992K 0.01%
+15,843
1074
$990K 0.01%
12,838
-11,597
1075
$990K 0.01%
3,545
-663
41 42
43
44 45