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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
126
$21.6M 0.16%
95,471
+33,278
127
$21.6M 0.16%
501,348
+151,507
128
$21.5M 0.16%
625,929
+241,048
129
$21.5M 0.16%
549,745
+11,206
130
$21.5M 0.16%
108,878
+7,773
131
$21.4M 0.16%
450,984
+21,295
132
$21.3M 0.16%
266,514
+55,196
133
$21.1M 0.15%
465,328
-2,419
134
$21M 0.15%
529,056
+98,204
135
$21M 0.15%
772,467
+592,976
136
$20.8M 0.15%
208,066
+1,227
137
$20.7M 0.15%
642,363
+197,479
138
$20.7M 0.15%
701,782
+83,976
139
$20.5M 0.15%
67,666
+7,254
140
$20.4M 0.15%
52,101
-3,853
141
$20M 0.15%
101,282
+30,419
142
$19.9M 0.15%
63,809
+13,542
143
$19.8M 0.14%
565,626
+157,755
144
$19.8M 0.14%
87,566
+8,650
145
$19.7M 0.14%
+560,020
146
$19.7M 0.14%
521,821
+63,019
147
$19.5M 0.14%
24,778
+3,223
148
$19.4M 0.14%
471,287
+24,690
149
$19.1M 0.14%
803,712
+28,747
150
$19.1M 0.14%
109,903
+31,735
4 5
6
7 8