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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
1601
$367K ﹤0.01%
9,222
+7,671
1602
$365K ﹤0.01%
183,655
+163,425
1603
$365K ﹤0.01%
+4,802
1604
$365K ﹤0.01%
1,976
+49
1605
$364K ﹤0.01%
12,455
+50
1606
$363K ﹤0.01%
992
+688
1607
$363K ﹤0.01%
4,070
+195
1608
$362K ﹤0.01%
21,699
+1,290
1609
$361K ﹤0.01%
16,028
+1,587
1610
$361K ﹤0.01%
9,788
+8,970
1611
$361K ﹤0.01%
16,085
-597
1612
$360K ﹤0.01%
3,774
+2,733
1613
$360K ﹤0.01%
13,818
-998
1614
$359K ﹤0.01%
4,185
+1,385
1615
$359K ﹤0.01%
56,607
-13,904
1616
$359K ﹤0.01%
1,645
-2,530
1617
$359K ﹤0.01%
11,625
+537
1618
$358K ﹤0.01%
24,039
-368
1619
$357K ﹤0.01%
5,154
+28
1620
$357K ﹤0.01%
15,300
+2,453
1621
$357K ﹤0.01%
4,824
+309
1622
$356K ﹤0.01%
10,187
+20
1623
$355K ﹤0.01%
+19,096
1624
$354K ﹤0.01%
40,461
+35,559
1625
$354K ﹤0.01%
5,976
-2,881
63 64
65
66 67