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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
1851
$231K ﹤0.01%
12,824
+4,042
1852
$230K ﹤0.01%
+21,191
1853
$229K ﹤0.01%
+11,515
1854
$228K ﹤0.01%
21,149
-2,533
1855
$227K ﹤0.01%
9,785
+928
1856
$226K ﹤0.01%
19,544
+3,911
1857
$226K ﹤0.01%
8,598
-3,239
1858
$225K ﹤0.01%
15,039
+14,788
1859
$225K ﹤0.01%
7,227
+45
1860
$225K ﹤0.01%
2,090
+1,871
1861
$223K ﹤0.01%
42,797
-900
1862
$222K ﹤0.01%
1,895
-361
1863
$221K ﹤0.01%
+903
1864
$221K ﹤0.01%
13,674
+1,356
1865
$220K ﹤0.01%
1,582
+677
1866
$220K ﹤0.01%
8,682
-2,073
1867
$220K ﹤0.01%
9,655
+413
1868
$220K ﹤0.01%
15,763
+5,260
1869
$220K ﹤0.01%
+3,960
1870
$219K ﹤0.01%
10,907
-21,946
1871
$219K ﹤0.01%
21,231
-4,974
1872
$218K ﹤0.01%
2,851
+812
1873
$218K ﹤0.01%
+8,795
1874
$218K ﹤0.01%
14,341
-1,371
1875
$218K ﹤0.01%
13,555
+13,405
73 74
75
76 77