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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
1476
$448K ﹤0.01%
17,804
+1,100
1477
$447K ﹤0.01%
7,720
+422
1478
$447K ﹤0.01%
3,823
+3,237
1479
$447K ﹤0.01%
8,034
-92,629
1480
$446K ﹤0.01%
24,708
-31,456
1481
$445K ﹤0.01%
13,060
-1,766
1482
$444K ﹤0.01%
18,619
+8,840
1483
$443K ﹤0.01%
4,639
-731
1484
$443K ﹤0.01%
13,278
+7
1485
$443K ﹤0.01%
12,000
-14,828
1486
$442K ﹤0.01%
9,243
-2,530
1487
$441K ﹤0.01%
27,338
-3,538
1488
$441K ﹤0.01%
11,483
-610
1489
$440K ﹤0.01%
1,827
-2,196
1490
$439K ﹤0.01%
+12,585
1491
$439K ﹤0.01%
19,804
-1,383
1492
$438K ﹤0.01%
8,088
+7,389
1493
$437K ﹤0.01%
38,406
+5,881
1494
$437K ﹤0.01%
3,661
-8
1495
$437K ﹤0.01%
18,625
-5,518
1496
$437K ﹤0.01%
57,838
+4,500
1497
$435K ﹤0.01%
5,434
+7
1498
$435K ﹤0.01%
121,600
-2,500
1499
$435K ﹤0.01%
9,221
-130,756
1500
$435K ﹤0.01%
3,245
58 59
60
61 62