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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
1301
$611K ﹤0.01%
11,524
-2,093
1302
$609K ﹤0.01%
10,805
+406
1303
$608K ﹤0.01%
3,607
+103
1304
$608K ﹤0.01%
14,635
-1,553
1305
$607K ﹤0.01%
1,574
-387
1306
$606K ﹤0.01%
11,285
+5,597
1307
$604K ﹤0.01%
3,397
+3,124
1308
$604K ﹤0.01%
9,860
+4,685
1309
$604K ﹤0.01%
10,527
-2,095
1310
$601K ﹤0.01%
9,214
-1,147
1311
$598K ﹤0.01%
10,938
+11
1312
$597K ﹤0.01%
3,125
+316
1313
$596K ﹤0.01%
6,237
+5,797
1314
$593K ﹤0.01%
12,880
-10,440
1315
$593K ﹤0.01%
11,316
+3,031
1316
$590K ﹤0.01%
60,480
+8,165
1317
$590K ﹤0.01%
16,555
-19,475
1318
$590K ﹤0.01%
1,881
+445
1319
$590K ﹤0.01%
8,290
+2,951
1320
$589K ﹤0.01%
5,114
-2,972
1321
$588K ﹤0.01%
10,735
-126
1322
$587K ﹤0.01%
50,455
-26,072
1323
$586K ﹤0.01%
8,279
+306
1324
$585K ﹤0.01%
11,166
-3,455
1325
$584K ﹤0.01%
9,403
+496
51 52
53
54 55