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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
1626
$354K ﹤0.01%
4,349
+542
1627
$353K ﹤0.01%
29,209
-8,609
1628
$353K ﹤0.01%
66,532
+44,272
1629
$353K ﹤0.01%
30,441
+30,070
1630
$352K ﹤0.01%
26,207
-1,005
1631
$352K ﹤0.01%
9,482
+137
1632
$351K ﹤0.01%
10,517
-549
1633
$351K ﹤0.01%
+10,477
1634
$350K ﹤0.01%
+13,497
1635
$350K ﹤0.01%
81,104
-2,211
1636
$348K ﹤0.01%
2,448
-3,971
1637
$348K ﹤0.01%
11,100
+10,600
1638
$347K ﹤0.01%
10,476
+889
1639
$346K ﹤0.01%
10,008
-12,695
1640
$346K ﹤0.01%
2,900
+1,358
1641
$344K ﹤0.01%
3,858
-1,315
1642
$342K ﹤0.01%
46,012
-419
1643
$342K ﹤0.01%
19,229
-2,426
1644
$342K ﹤0.01%
6,920
+104
1645
$340K ﹤0.01%
6,262
+1,682
1646
$339K ﹤0.01%
5,827
-246
1647
$339K ﹤0.01%
9,103
-11,503
1648
$338K ﹤0.01%
10,729
+7,835
1649
$338K ﹤0.01%
27,369
+410
1650
$338K ﹤0.01%
68,495
+3,780
64 65
66
67 68