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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
1326
$583K ﹤0.01%
84,923
+24,424
1327
$581K ﹤0.01%
6,010
-1,059
1328
$581K ﹤0.01%
14,346
+620
1329
$578K ﹤0.01%
108,500
+800
1330
$575K ﹤0.01%
8,773
1331
$573K ﹤0.01%
46,800
+1,725
1332
$573K ﹤0.01%
5,253
+423
1333
$573K ﹤0.01%
68,102
+5,556
1334
$571K ﹤0.01%
8,569
+3,319
1335
$570K ﹤0.01%
3,028
+188
1336
$569K ﹤0.01%
213,900
-22,900
1337
$569K ﹤0.01%
42,754
-4,300
1338
$566K ﹤0.01%
7,535
+4,611
1339
$564K ﹤0.01%
18,289
+1,895
1340
$564K ﹤0.01%
6,882
+5,320
1341
$564K ﹤0.01%
41,263
+13,349
1342
$563K ﹤0.01%
15,643
+1,000
1343
$563K ﹤0.01%
1,849
+419
1344
$562K ﹤0.01%
41,665
+10,904
1345
$562K ﹤0.01%
17,010
-187
1346
$562K ﹤0.01%
7,863
+7,617
1347
$561K ﹤0.01%
55,356
+27,267
1348
$558K ﹤0.01%
7,579
+152
1349
$557K ﹤0.01%
34,060
+21,043
1350
$554K ﹤0.01%
6,626
+1,307
52 53
54
55 56