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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
1551
$396K ﹤0.01%
23,308
+600
1552
$395K ﹤0.01%
15,263
+9,560
1553
$394K ﹤0.01%
73,714
+19,917
1554
$393K ﹤0.01%
4,810
-383
1555
$393K ﹤0.01%
27,743
+2,779
1556
$392K ﹤0.01%
5,570
+5,520
1557
$392K ﹤0.01%
3,663
+840
1558
$391K ﹤0.01%
+3,772
1559
$390K ﹤0.01%
37,219
-931
1560
$390K ﹤0.01%
25,179
-5,988
1561
$390K ﹤0.01%
12,655
+7,896
1562
$389K ﹤0.01%
7,918
+79
1563
$389K ﹤0.01%
924
+7
1564
$388K ﹤0.01%
2,328
-1,741
1565
$388K ﹤0.01%
+140,000
1566
$388K ﹤0.01%
12,713
-2,903
1567
$387K ﹤0.01%
75,000
1568
$387K ﹤0.01%
98,205
+18,850
1569
$387K ﹤0.01%
36,254
+26,695
1570
$386K ﹤0.01%
15,366
+14,291
1571
$386K ﹤0.01%
119,684
-5,216
1572
$386K ﹤0.01%
3,820
+28
1573
$385K ﹤0.01%
13,371
+9,308
1574
$384K ﹤0.01%
+11,984
1575
$384K ﹤0.01%
6,473
+4,815
61 62
63
64 65