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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
1076
$988K 0.01%
67,873
+1,795
1077
$984K 0.01%
41,555
+1,046
1078
$984K 0.01%
7,188
+757
1079
$982K 0.01%
62,612
-250
1080
$981K 0.01%
31,793
-8,050
1081
$977K 0.01%
8,379
-882
1082
$976K 0.01%
32,493
+16,979
1083
$976K 0.01%
15,312
-6,323
1084
$975K 0.01%
31,050
-2,273
1085
$970K 0.01%
11,252
-3,076
1086
$968K 0.01%
40,469
-8,552
1087
$967K 0.01%
5,568
+3,801
1088
$967K 0.01%
22,846
-2,692
1089
$964K 0.01%
33,302
+30,972
1090
$959K 0.01%
19,939
1091
$958K 0.01%
22,156
+47
1092
$953K 0.01%
121,605
+4,613
1093
$952K 0.01%
+18,398
1094
$951K 0.01%
7,618
-231
1095
$949K 0.01%
25,994
-167,960
1096
$946K 0.01%
127,445
-4,250
1097
$944K 0.01%
96,934
-289
1098
$943K 0.01%
41,539
+4,809
1099
$941K 0.01%
80,146
+13,127
1100
$940K 0.01%
10,737
-937
42 43
44
45 46