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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
1801
$254K ﹤0.01%
3,833
-324
1802
$254K ﹤0.01%
7,965
1803
$254K ﹤0.01%
9,505
+23
1804
$254K ﹤0.01%
+5,431
1805
$254K ﹤0.01%
5,067
+933
1806
$253K ﹤0.01%
9,352
+46
1807
$253K ﹤0.01%
5,671
-5
1808
$251K ﹤0.01%
23,450
+5,500
1809
$250K ﹤0.01%
+13,328
1810
$248K ﹤0.01%
2,894
+2,476
1811
$248K ﹤0.01%
1,087
-18
1812
$247K ﹤0.01%
11,000
+1,700
1813
$247K ﹤0.01%
3,072
+3,031
1814
$246K ﹤0.01%
+5,662
1815
$246K ﹤0.01%
5,123
1816
$246K ﹤0.01%
4,707
1817
$245K ﹤0.01%
1,274
-122
1818
$245K ﹤0.01%
1,761
-2,877
1819
$245K ﹤0.01%
3,412
+2,984
1820
$245K ﹤0.01%
31,039
+12,989
1821
$244K ﹤0.01%
3,552
+1
1822
$244K ﹤0.01%
+3,250
1823
$244K ﹤0.01%
+4,701
1824
$244K ﹤0.01%
15,505
-200
1825
$243K ﹤0.01%
3,976
71 72
73
74 75