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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
1726
$297K ﹤0.01%
23,766
-2,000
1727
$297K ﹤0.01%
2,962
-5,799
1728
$297K ﹤0.01%
3,028
-238
1729
$297K ﹤0.01%
20,655
-18,772
1730
$296K ﹤0.01%
46,674
+4,815
1731
$296K ﹤0.01%
6,010
-274
1732
$295K ﹤0.01%
4,147
-120
1733
$294K ﹤0.01%
7,772
-16,020
1734
$293K ﹤0.01%
2,701
-4,301
1735
$293K ﹤0.01%
144,900
-26,700
1736
$292K ﹤0.01%
25,025
-6,205
1737
$291K ﹤0.01%
4,506
+4,344
1738
$291K ﹤0.01%
2,795
1739
$291K ﹤0.01%
1,446
+1,383
1740
$291K ﹤0.01%
2,722
+2,177
1741
$289K ﹤0.01%
19,562
+3,776
1742
$288K ﹤0.01%
9,432
1743
$288K ﹤0.01%
49,575
-4,375
1744
$288K ﹤0.01%
6,610
+900
1745
$288K ﹤0.01%
11,623
-61
1746
$288K ﹤0.01%
15,193
-656
1747
$287K ﹤0.01%
6,602
+1,404
1748
$286K ﹤0.01%
14,480
+3,664
1749
$286K ﹤0.01%
5,071
-357
1750
$286K ﹤0.01%
5,715
-3,264
68 69
70
71 72