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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
1526
$413K ﹤0.01%
3,841
+2,640
1527
$413K ﹤0.01%
+11,815
1528
$413K ﹤0.01%
8,280
-5,216
1529
$413K ﹤0.01%
16,445
+171
1530
$412K ﹤0.01%
25,026
+180
1531
$410K ﹤0.01%
56,642
+2,158
1532
$409K ﹤0.01%
12,510
+3,602
1533
$408K ﹤0.01%
31,213
-1,057
1534
$407K ﹤0.01%
3,698
+2,207
1535
$406K ﹤0.01%
10,537
-9,641
1536
$406K ﹤0.01%
8,066
1537
$405K ﹤0.01%
1,416
+821
1538
$404K ﹤0.01%
136,100
-25,000
1539
$402K ﹤0.01%
11,168
+8,311
1540
$402K ﹤0.01%
11,436
-26,475
1541
$402K ﹤0.01%
37,874
+2,921
1542
$402K ﹤0.01%
18,872
+3,047
1543
$400K ﹤0.01%
17,049
+1,551
1544
$399K ﹤0.01%
47,261
+12,163
1545
$398K ﹤0.01%
4,810
-910
1546
$397K ﹤0.01%
7,025
+490
1547
$397K ﹤0.01%
14,050
+1,840
1548
$396K ﹤0.01%
58,881
-529
1549
$396K ﹤0.01%
28,900
-500
1550
$396K ﹤0.01%
5,796
+5,457
60 61
62
63 64