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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
1751
$285K ﹤0.01%
9,661
-5,352
1752
$283K ﹤0.01%
+2,845
1753
$282K ﹤0.01%
52,394
-5,800
1754
$281K ﹤0.01%
3,189
+2,624
1755
$281K ﹤0.01%
14,736
+11,486
1756
$279K ﹤0.01%
21,901
-1,100
1757
$279K ﹤0.01%
+5,280
1758
$279K ﹤0.01%
+14,982
1759
$278K ﹤0.01%
34,710
+1,460
1760
$277K ﹤0.01%
176
-6
1761
$277K ﹤0.01%
60,650
-1,850
1762
$277K ﹤0.01%
868
+847
1763
$275K ﹤0.01%
6,644
-2,686
1764
$275K ﹤0.01%
2,329
+1,903
1765
$275K ﹤0.01%
4,672
+5
1766
$274K ﹤0.01%
3,911
-599
1767
$273K ﹤0.01%
+10,626
1768
$273K ﹤0.01%
22,205
+2,690
1769
$272K ﹤0.01%
1,908
+1,477
1770
$272K ﹤0.01%
5,529
-16,506
1771
$272K ﹤0.01%
27,368
-22,421
1772
$272K ﹤0.01%
7,534
+220
1773
$271K ﹤0.01%
4,874
+483
1774
$271K ﹤0.01%
4,176
1775
$271K ﹤0.01%
32,025
+3,000
69 70
71
72 73