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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
1201
$743K 0.01%
+27,807
1202
$742K 0.01%
7,647
-521
1203
$741K 0.01%
97,900
-7,300
1204
$737K 0.01%
27,695
-366
1205
$735K 0.01%
15,997
+2,944
1206
$735K 0.01%
63,304
+2,306
1207
$734K 0.01%
29,263
-880
1208
$734K 0.01%
90,050
-8,650
1209
$734K 0.01%
157,124
-3,408
1210
$729K 0.01%
16,812
+50
1211
$729K 0.01%
7,142
-149
1212
$728K 0.01%
1,909
+871
1213
$727K 0.01%
14,487
-940
1214
$726K 0.01%
50,263
+3,984
1215
$725K 0.01%
58,708
+18,728
1216
$724K 0.01%
13,665
+4,949
1217
$715K 0.01%
16,971
+8,871
1218
$715K 0.01%
+28,667
1219
$713K 0.01%
13,426
-2,188
1220
$712K 0.01%
34,875
-7,912
1221
$711K 0.01%
1,682
+206
1222
$710K 0.01%
9,350
+4,491
1223
$708K 0.01%
6,682
+3,025
1224
$706K 0.01%
48,772
-6,744
1225
$703K 0.01%
2,278
+533
47 48
49
50 51