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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
1151
$848K 0.01%
14,059
+2,786
1152
$845K 0.01%
59,083
+11,280
1153
$844K 0.01%
7,476
+5,613
1154
$843K 0.01%
8,458
-2,765
1155
$842K 0.01%
15,246
-5,761
1156
$832K 0.01%
10,291
-466
1157
$832K 0.01%
16,111
+12,090
1158
$830K 0.01%
5,995
+538
1159
$826K 0.01%
85,234
-1,568
1160
$825K 0.01%
83,958
+83,913
1161
$824K 0.01%
24,055
-3,321
1162
$820K 0.01%
7,225
-335
1163
$815K 0.01%
6,127
-2,376
1164
$814K 0.01%
5,291
+4,128
1165
$812K 0.01%
4,986
+981
1166
$808K 0.01%
2,453
+114
1167
$807K 0.01%
11,341
+240
1168
$807K 0.01%
18,626
+18,455
1169
$806K 0.01%
2,579
+747
1170
$805K 0.01%
35,297
+33
1171
$805K 0.01%
114,124
-11,300
1172
$802K 0.01%
16,063
+7,241
1173
$801K 0.01%
42,588
+4,200
1174
$800K 0.01%
127,550
-4,800
1175
$799K 0.01%
6,913
+1,392
45 46
47
48 49