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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
1576
$384K ﹤0.01%
4,566
+553
1577
$383K ﹤0.01%
4,886
-922
1578
$383K ﹤0.01%
81,786
-4,173
1579
$382K ﹤0.01%
19,665
+2,373
1580
$381K ﹤0.01%
6,691
+3,743
1581
$380K ﹤0.01%
14,424
-18,979
1582
$378K ﹤0.01%
13,681
+10,517
1583
$376K ﹤0.01%
30,909
+4,837
1584
$376K ﹤0.01%
3,650
+2,329
1585
$375K ﹤0.01%
9,275
+6,208
1586
$374K ﹤0.01%
16,717
-519
1587
$373K ﹤0.01%
56,400
-8,000
1588
$373K ﹤0.01%
26,629
+5,403
1589
$372K ﹤0.01%
2,525
-22
1590
$372K ﹤0.01%
12,788
+10,554
1591
$372K ﹤0.01%
7,567
1592
$372K ﹤0.01%
11,110
+1
1593
$372K ﹤0.01%
8,975
-13,068
1594
$371K ﹤0.01%
5,572
-155
1595
$370K ﹤0.01%
4,826
+228
1596
$370K ﹤0.01%
37,295
+13,959
1597
$370K ﹤0.01%
23,600
-300
1598
$369K ﹤0.01%
3,944
-140
1599
$369K ﹤0.01%
3,135
-620
1600
$368K ﹤0.01%
23,307
+3,418
62 63
64
65 66