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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
1901
$208K ﹤0.01%
175
1902
$208K ﹤0.01%
122,600
-16,800
1903
$208K ﹤0.01%
3,908
+10
1904
$207K ﹤0.01%
18,648
-9,593
1905
$206K ﹤0.01%
1,872
-11
1906
$206K ﹤0.01%
7,595
+7,557
1907
$206K ﹤0.01%
9,570
-3,597
1908
$205K ﹤0.01%
+5,820
1909
$204K ﹤0.01%
23,024
+3,326
1910
$204K ﹤0.01%
9,257
-3,362
1911
$204K ﹤0.01%
4,588
-1,692
1912
$203K ﹤0.01%
5,738
-14,585
1913
$202K ﹤0.01%
7,143
+100
1914
$202K ﹤0.01%
1,524
-1,315
1915
$202K ﹤0.01%
+8,540
1916
$201K ﹤0.01%
+840
1917
$201K ﹤0.01%
+1,654
1918
$200K ﹤0.01%
19,436
+18,170
1919
$198K ﹤0.01%
15,915
+700
1920
$197K ﹤0.01%
15,541
-6,501
1921
$193K ﹤0.01%
4,423
+92
1922
$193K ﹤0.01%
148,618
-9,772
1923
$193K ﹤0.01%
4,241
+2,481
1924
$193K ﹤0.01%
+14,677
1925
$192K ﹤0.01%
58,645
+58,542
75 76
77
78 79