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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
1126
$890K 0.01%
140,429
-2,100
1127
$886K 0.01%
6,407
+2,021
1128
$884K 0.01%
8,602
+3,353
1129
$884K 0.01%
5,004
-6,545
1130
$883K 0.01%
5,591
-1,363
1131
$882K 0.01%
7,464
+1,892
1132
$880K 0.01%
35,434
+26,425
1133
$876K 0.01%
3,917
-4,779
1134
$876K 0.01%
9,096
-50
1135
$875K 0.01%
40,964
-8,476
1136
$875K 0.01%
181,600
-5,700
1137
$871K 0.01%
15,240
+240
1138
$870K 0.01%
18,562
+14,560
1139
$864K 0.01%
26,018
+3,962
1140
$864K 0.01%
64,829
-13,716
1141
$863K 0.01%
3,241
-845
1142
$862K 0.01%
15,043
+230
1143
$860K 0.01%
30,838
+6,717
1144
$859K 0.01%
14,488
1145
$858K 0.01%
7,426
+231
1146
$858K 0.01%
33,263
+334
1147
$857K 0.01%
13,294
+6,658
1148
$853K 0.01%
23,661
+9,200
1149
$850K 0.01%
6,278
-4,490
1150
$850K 0.01%
20,833
+527
44 45
46
47 48