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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
1226
$702K 0.01%
6,083
-5,519
1227
$701K 0.01%
50,190
-970
1228
$701K 0.01%
20,597
-1,516
1229
$700K 0.01%
1,699
-376
1230
$699K 0.01%
1,354
+716
1231
$699K 0.01%
3,013
-358
1232
$698K 0.01%
29,195
+1,525
1233
$698K 0.01%
23,591
+22,889
1234
$696K 0.01%
99,600
-11,100
1235
$693K 0.01%
225,700
-4,000
1236
$693K 0.01%
12,096
+9,290
1237
$691K 0.01%
3,214
+1,221
1238
$689K 0.01%
33,847
+32,047
1239
$689K 0.01%
80,777
+19,394
1240
$688K 0.01%
+23,133
1241
$686K 0.01%
157,700
+61,100
1242
$683K 0.01%
55,314
+18,409
1243
$682K 0.01%
25,678
+16,059
1244
$679K ﹤0.01%
57,084
-21,300
1245
$679K ﹤0.01%
7,316
+5,491
1246
$678K ﹤0.01%
2,310
-288
1247
$678K ﹤0.01%
62,839
+19,776
1248
$677K ﹤0.01%
21,763
+5,176
1249
$677K ﹤0.01%
+47,299
1250
$672K ﹤0.01%
10,436
-5,724
48 49
50
51 52