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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
1826
$243K ﹤0.01%
8,453
+1,169
1827
$242K ﹤0.01%
995
+977
1828
$241K ﹤0.01%
+4,140
1829
$241K ﹤0.01%
5,199
+246
1830
$240K ﹤0.01%
201
+1
1831
$240K ﹤0.01%
5,318
+330
1832
$240K ﹤0.01%
4,765
+3,749
1833
$240K ﹤0.01%
+2,600
1834
$239K ﹤0.01%
4,183
-164
1835
$239K ﹤0.01%
3,854
-382
1836
$239K ﹤0.01%
9,577
+9,239
1837
$238K ﹤0.01%
1,608
-60
1838
$237K ﹤0.01%
10,850
-550
1839
$236K ﹤0.01%
+8,427
1840
$236K ﹤0.01%
2,409
+1,979
1841
$236K ﹤0.01%
4,265
+27
1842
$235K ﹤0.01%
1,844
+1,817
1843
$234K ﹤0.01%
+3,443
1844
$234K ﹤0.01%
4,321
-18,265
1845
$233K ﹤0.01%
3,934
-302
1846
$232K ﹤0.01%
11,189
+9,876
1847
$232K ﹤0.01%
5,586
+712
1848
$232K ﹤0.01%
15,424
+4,546
1849
$232K ﹤0.01%
7,501
+132
1850
$231K ﹤0.01%
5,050
+5,000
72 73
74
75 76