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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
1426
$496K ﹤0.01%
16,217
-1,065
1427
$496K ﹤0.01%
18,934
-14,377
1428
$494K ﹤0.01%
14,855
+2,179
1429
$494K ﹤0.01%
5,997
-337
1430
$491K ﹤0.01%
3,192
-285
1431
$491K ﹤0.01%
13,396
+5,700
1432
$488K ﹤0.01%
12,791
+664
1433
$488K ﹤0.01%
10,726
+2,965
1434
$488K ﹤0.01%
7,200
+593
1435
$487K ﹤0.01%
22,338
+4,500
1436
$486K ﹤0.01%
8,097
+2,044
1437
$484K ﹤0.01%
15,020
+13,217
1438
$483K ﹤0.01%
12,832
+1,847
1439
$482K ﹤0.01%
14,475
+134
1440
$481K ﹤0.01%
4,522
+66
1441
$481K ﹤0.01%
+15,508
1442
$481K ﹤0.01%
4,967
+4,139
1443
$481K ﹤0.01%
86,586
-6,164
1444
$480K ﹤0.01%
10,315
+2,845
1445
$480K ﹤0.01%
8,971
-1,688
1446
$478K ﹤0.01%
2,314
-1,025
1447
$476K ﹤0.01%
5,550
-190
1448
$476K ﹤0.01%
11,273
+51
1449
$475K ﹤0.01%
7,878
+4,734
1450
$473K ﹤0.01%
5,362
+481
56 57
58
59 60