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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
1451
$472K ﹤0.01%
25,718
+1,034
1452
$472K ﹤0.01%
10,254
-6,600
1453
$472K ﹤0.01%
1,788
-156
1454
$472K ﹤0.01%
43,681
-6,494
1455
$470K ﹤0.01%
+6,787
1456
$465K ﹤0.01%
2,657
+887
1457
$464K ﹤0.01%
31,356
-337
1458
$463K ﹤0.01%
331
+252
1459
$462K ﹤0.01%
+7,730
1460
$461K ﹤0.01%
29,985
+1,200
1461
$457K ﹤0.01%
23,465
+1,482
1462
$457K ﹤0.01%
2,420
+126
1463
$456K ﹤0.01%
65,305
+9,260
1464
$455K ﹤0.01%
38,925
-2,075
1465
$454K ﹤0.01%
13,051
+11,758
1466
$454K ﹤0.01%
58,094
+2,600
1467
$453K ﹤0.01%
28,184
+1,825
1468
$452K ﹤0.01%
39,609
+36,572
1469
$452K ﹤0.01%
1,115
-2,250
1470
$450K ﹤0.01%
5,356
+185
1471
$450K ﹤0.01%
12,675
1472
$449K ﹤0.01%
19,976
-9,724
1473
$448K ﹤0.01%
30,931
-48,047
1474
$448K ﹤0.01%
9,242
+7,303
1475
$448K ﹤0.01%
+10,967
57 58
59
60 61