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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
1251
$668K ﹤0.01%
28,349
-2,249
1252
$666K ﹤0.01%
2,975
-521
1253
$665K ﹤0.01%
16,708
-1,001
1254
$664K ﹤0.01%
28,588
-8,411
1255
$663K ﹤0.01%
20,949
+2,723
1256
$662K ﹤0.01%
4,882
-384
1257
$659K ﹤0.01%
1,404
+277
1258
$657K ﹤0.01%
26,967
1259
$657K ﹤0.01%
26,840
+5,600
1260
$657K ﹤0.01%
23,182
+6,762
1261
$655K ﹤0.01%
41,679
-287
1262
$653K ﹤0.01%
+9,391
1263
$653K ﹤0.01%
6,001
+291
1264
$650K ﹤0.01%
5,011
-3,531
1265
$650K ﹤0.01%
8,442
+707
1266
$649K ﹤0.01%
16,735
+368
1267
$648K ﹤0.01%
11,387
+4,637
1268
$647K ﹤0.01%
50,569
+1,401
1269
$647K ﹤0.01%
7,656
-249
1270
$645K ﹤0.01%
37,940
-8,970
1271
$644K ﹤0.01%
8,753
-1,901
1272
$644K ﹤0.01%
+19,480
1273
$642K ﹤0.01%
8,610
-26
1274
$642K ﹤0.01%
36,748
-6,651
1275
$642K ﹤0.01%
13,930
-112,407
49 50
51
52 53