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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
1351
$554K ﹤0.01%
24,933
-1,109
1352
$552K ﹤0.01%
13,520
-3,679
1353
$552K ﹤0.01%
17,921
+1,305
1354
$551K ﹤0.01%
19,472
+964
1355
$550K ﹤0.01%
42,730
+3,200
1356
$550K ﹤0.01%
+30,811
1357
$550K ﹤0.01%
1,897
-17
1358
$549K ﹤0.01%
25,361
+282
1359
$547K ﹤0.01%
5,485
-33
1360
$547K ﹤0.01%
9,465
+824
1361
$546K ﹤0.01%
+26,069
1362
$544K ﹤0.01%
12,739
-2,493
1363
$544K ﹤0.01%
142,805
-7,835
1364
$544K ﹤0.01%
9,077
-173
1365
$543K ﹤0.01%
12,700
+6,391
1366
$543K ﹤0.01%
20,068
-1
1367
$542K ﹤0.01%
4,982
+789
1368
$542K ﹤0.01%
32,630
+5,238
1369
$542K ﹤0.01%
29,798
+3,408
1370
$541K ﹤0.01%
4,566
+4,490
1371
$540K ﹤0.01%
7,072
+3,112
1372
$539K ﹤0.01%
7,921
+3,759
1373
$538K ﹤0.01%
20,275
-330
1374
$538K ﹤0.01%
4,689
+2,378
1375
$538K ﹤0.01%
28,874
+7,349
53 54
55
56 57