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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
1876
$217K ﹤0.01%
26,300
+5,578
1877
$217K ﹤0.01%
+7,009
1878
$217K ﹤0.01%
8,070
+4,950
1879
$216K ﹤0.01%
5,683
-653
1880
$216K ﹤0.01%
7,665
-8,857
1881
$215K ﹤0.01%
851
-242
1882
$215K ﹤0.01%
1,593
+156
1883
$215K ﹤0.01%
4,775
+382
1884
$214K ﹤0.01%
3,383
+3,093
1885
$214K ﹤0.01%
15,168
1886
$214K ﹤0.01%
20,966
+7,060
1887
$213K ﹤0.01%
9,313
+408
1888
$213K ﹤0.01%
3,746
-250
1889
$213K ﹤0.01%
6,039
-490
1890
$213K ﹤0.01%
9,982
-19,260
1891
$213K ﹤0.01%
1,800
+100
1892
$212K ﹤0.01%
14,541
-5,344
1893
$212K ﹤0.01%
1,265
+779
1894
$212K ﹤0.01%
3,415
1895
$212K ﹤0.01%
21,650
+20,625
1896
$211K ﹤0.01%
2,994
-2,958
1897
$211K ﹤0.01%
21,543
+17,886
1898
$211K ﹤0.01%
11,028
+10,240
1899
$210K ﹤0.01%
30,079
+3,103
1900
$209K ﹤0.01%
11,701
-249
74 75
76
77 78