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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
1701
$307K ﹤0.01%
1,303
-1,144
1702
$306K ﹤0.01%
+14,197
1703
$306K ﹤0.01%
4,096
-222
1704
$306K ﹤0.01%
80,335
-3,178
1705
$306K ﹤0.01%
5,986
-98
1706
$306K ﹤0.01%
+10,222
1707
$306K ﹤0.01%
6,479
-12,010
1708
$306K ﹤0.01%
6,025
-3,652
1709
$305K ﹤0.01%
4,455
+4,142
1710
$305K ﹤0.01%
8,041
1711
$305K ﹤0.01%
1,774
+199
1712
$304K ﹤0.01%
3,832
-1,066
1713
$303K ﹤0.01%
8,902
-41,498
1714
$303K ﹤0.01%
4,961
+4,907
1715
$302K ﹤0.01%
24,770
+100
1716
$302K ﹤0.01%
2,070
+2,060
1717
$302K ﹤0.01%
+5,461
1718
$302K ﹤0.01%
3,550
1719
$301K ﹤0.01%
4,605
-991
1720
$300K ﹤0.01%
12,296
+10,618
1721
$300K ﹤0.01%
6,952
+1,378
1722
$299K ﹤0.01%
21,315
-818
1723
$298K ﹤0.01%
3,090
+2,224
1724
$297K ﹤0.01%
6,568
+6,560
1725
$297K ﹤0.01%
2,527
-112
67 68
69
70 71