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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
1501
$434K ﹤0.01%
47,109
+71
1502
$433K ﹤0.01%
6,175
-5,966
1503
$430K ﹤0.01%
6,225
-1,018
1504
$429K ﹤0.01%
8,522
1505
$429K ﹤0.01%
2,760
+111
1506
$426K ﹤0.01%
3,093
+213
1507
$426K ﹤0.01%
1,447
+117
1508
$425K ﹤0.01%
9,969
+389
1509
$424K ﹤0.01%
19,633
-675
1510
$424K ﹤0.01%
6,757
+2,443
1511
$424K ﹤0.01%
51,605
-4,364
1512
$424K ﹤0.01%
+15,301
1513
$424K ﹤0.01%
175,776
-14,650
1514
$422K ﹤0.01%
+5,836
1515
$422K ﹤0.01%
21,192
-673
1516
$422K ﹤0.01%
2,713
+2,141
1517
$420K ﹤0.01%
25,112
-8,202
1518
$419K ﹤0.01%
47,772
-7,345
1519
$419K ﹤0.01%
18,240
+2,714
1520
$417K ﹤0.01%
14,596
+500
1521
$417K ﹤0.01%
5,831
-536
1522
$417K ﹤0.01%
9,211
-100
1523
$417K ﹤0.01%
4,553
+377
1524
$416K ﹤0.01%
13,827
+5,941
1525
$415K ﹤0.01%
38,952
+26,279
59 60
61
62 63