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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
1401
$520K ﹤0.01%
12,742
-186
1402
$519K ﹤0.01%
3,014
+79
1403
$518K ﹤0.01%
+16,215
1404
$518K ﹤0.01%
51,809
+21,001
1405
$517K ﹤0.01%
9,394
+125
1406
$516K ﹤0.01%
15,782
+6,273
1407
$515K ﹤0.01%
11,488
+90
1408
$514K ﹤0.01%
9,523
+441
1409
$514K ﹤0.01%
3,153
-5
1410
$513K ﹤0.01%
10,769
+2,426
1411
$513K ﹤0.01%
31,541
+21,484
1412
$512K ﹤0.01%
59,883
-331
1413
$510K ﹤0.01%
61,865
-2,372
1414
$508K ﹤0.01%
51,023
+596
1415
$507K ﹤0.01%
22,921
-37,965
1416
$507K ﹤0.01%
10,950
+5,777
1417
$506K ﹤0.01%
61,200
-1,900
1418
$504K ﹤0.01%
20,462
-7,361
1419
$503K ﹤0.01%
+14,746
1420
$502K ﹤0.01%
8,869
+8,833
1421
$502K ﹤0.01%
7,588
-544
1422
$499K ﹤0.01%
42,683
+1,626
1423
$498K ﹤0.01%
6,315
+6,009
1424
$498K ﹤0.01%
3,763
+6
1425
$497K ﹤0.01%
6,705
-822
55 56
57
58 59