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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
1776
$270K ﹤0.01%
5,700
+1,100
1777
$269K ﹤0.01%
13,158
+1,006
1778
$269K ﹤0.01%
2,714
+646
1779
$268K ﹤0.01%
9,403
+3,007
1780
$266K ﹤0.01%
13,508
+3,226
1781
$265K ﹤0.01%
28,848
+6,317
1782
$264K ﹤0.01%
6,396
-914
1783
$264K ﹤0.01%
5,810
-16
1784
$264K ﹤0.01%
2,990
+2,934
1785
$263K ﹤0.01%
5,182
-20,192
1786
$262K ﹤0.01%
26,907
1787
$262K ﹤0.01%
25,555
+37
1788
$262K ﹤0.01%
+1,438
1789
$262K ﹤0.01%
4,952
+985
1790
$261K ﹤0.01%
997
+37
1791
$261K ﹤0.01%
17,705
-596
1792
$261K ﹤0.01%
9,501
+425
1793
$260K ﹤0.01%
7,003
+5,993
1794
$260K ﹤0.01%
1,929
-89
1795
$259K ﹤0.01%
36,700
+12,700
1796
$258K ﹤0.01%
+12,448
1797
$258K ﹤0.01%
2,939
+2,557
1798
$258K ﹤0.01%
6,067
+210
1799
$258K ﹤0.01%
5,244
+321
1800
$255K ﹤0.01%
19,150
+300
70 71
72
73 74