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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
1276
$639K ﹤0.01%
11,330
+4,719
1277
$639K ﹤0.01%
923,045
+57,876
1278
$638K ﹤0.01%
13,781
-14,433
1279
$636K ﹤0.01%
4,943
-2,802
1280
$632K ﹤0.01%
65,948
+2,446
1281
$630K ﹤0.01%
24,550
+11,150
1282
$630K ﹤0.01%
68,585
+6,548
1283
$627K ﹤0.01%
59,350
-5,800
1284
$627K ﹤0.01%
18,947
-2,659
1285
$626K ﹤0.01%
8,053
-180
1286
$625K ﹤0.01%
27,829
+1,663
1287
$625K ﹤0.01%
19,350
+2,467
1288
$624K ﹤0.01%
87,098
-11,110
1289
$624K ﹤0.01%
13,342
-688
1290
$624K ﹤0.01%
52,494
+5,600
1291
$621K ﹤0.01%
12,486
+11,058
1292
$621K ﹤0.01%
9,598
-2,268
1293
$619K ﹤0.01%
14,811
-2,160
1294
$617K ﹤0.01%
3,335
-2,288
1295
$616K ﹤0.01%
7,706
+149
1296
$614K ﹤0.01%
12,068
+51
1297
$614K ﹤0.01%
56,617
+8,835
1298
$613K ﹤0.01%
1,609
+552
1299
$612K ﹤0.01%
10,630
+338
1300
$611K ﹤0.01%
12,012
-12,634
50 51
52
53 54