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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
1101
$939K 0.01%
40,182
-67,566
1102
$937K 0.01%
9,059
+5,199
1103
$935K 0.01%
33,817
-730
1104
$933K 0.01%
80,769
1105
$929K 0.01%
11,672
-3,169
1106
$928K 0.01%
9,018
-22,190
1107
$927K 0.01%
6,700
-14,810
1108
$926K 0.01%
37,479
+4,068
1109
$924K 0.01%
27,845
-1,567
1110
$923K 0.01%
7,773
-5,773
1111
$920K 0.01%
73,494
-870
1112
$920K 0.01%
16,061
+860
1113
$920K 0.01%
8,850
-185
1114
$917K 0.01%
91,450
+60,797
1115
$917K 0.01%
42,549
+30,594
1116
$915K 0.01%
47,483
-8,887
1117
$915K 0.01%
12,878
+733
1118
$913K 0.01%
20,239
+11,004
1119
$912K 0.01%
23,693
-296
1120
$911K 0.01%
15,473
+433
1121
$904K 0.01%
40,395
-11,322
1122
$903K 0.01%
12,936
+10,652
1123
$898K 0.01%
67,970
-401
1124
$897K 0.01%
39,485
+39,418
1125
$896K 0.01%
10,885
+10,615
43 44
45
46 47