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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
1176
$795K 0.01%
3,657
+293
1177
$794K 0.01%
10,883
+5,082
1178
$792K 0.01%
73,353
+18,682
1179
$787K 0.01%
4,964
+284
1180
$783K 0.01%
5,921
+2,916
1181
$781K 0.01%
18,662
-3,390
1182
$780K 0.01%
10,719
+6,469
1183
$778K 0.01%
40,534
-870
1184
$778K 0.01%
36,825
-2,100
1185
$775K 0.01%
44,794
+26,410
1186
$775K 0.01%
15,920
+3,247
1187
$773K 0.01%
83,063
+13,763
1188
$772K 0.01%
458
-61
1189
$770K 0.01%
7,321
+976
1190
$765K 0.01%
5,025
+295
1191
$765K 0.01%
9,840
+3,111
1192
$765K 0.01%
3,075
+324
1193
$760K 0.01%
26,451
-1,540
1194
$759K 0.01%
26,284
+8,454
1195
$757K 0.01%
63,060
+8,514
1196
$756K 0.01%
11,551
+634
1197
$751K 0.01%
62,921
-1,900
1198
$750K 0.01%
31,497
+31,402
1199
$748K 0.01%
42,860
+13,335
1200
$747K 0.01%
15,306
+128
46 47
48
49 50