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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
1651
$336K ﹤0.01%
30,508
+3,169
1652
$336K ﹤0.01%
17,959
-681
1653
$336K ﹤0.01%
+13,500
1654
$336K ﹤0.01%
13,171
+9,128
1655
$335K ﹤0.01%
11,170
-3,968
1656
$334K ﹤0.01%
6,544
+45
1657
$334K ﹤0.01%
14,330
+8,985
1658
$333K ﹤0.01%
1,518
+79
1659
$333K ﹤0.01%
5,874
+5,495
1660
$332K ﹤0.01%
1,417
+14
1661
$332K ﹤0.01%
37,000
+800
1662
$332K ﹤0.01%
7,502
+271
1663
$331K ﹤0.01%
4,888
-405
1664
$330K ﹤0.01%
21,778
+15
1665
$329K ﹤0.01%
8,428
+7,950
1666
$328K ﹤0.01%
6,054
-4
1667
$327K ﹤0.01%
7,042
-813
1668
$327K ﹤0.01%
24,360
-4,920
1669
$326K ﹤0.01%
11,038
+227
1670
$325K ﹤0.01%
+11,986
1671
$325K ﹤0.01%
37,685
-6,248
1672
$325K ﹤0.01%
8,757
-84,543
1673
$324K ﹤0.01%
1,694
+1,549
1674
$323K ﹤0.01%
21,543
+16,000
1675
$323K ﹤0.01%
2,347
+90
65 66
67
68 69