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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
1926
$192K ﹤0.01%
3,593
-8,221
1927
$192K ﹤0.01%
14,260
-2,360
1928
$192K ﹤0.01%
12,751
-1,599
1929
$191K ﹤0.01%
3,241
1930
$190K ﹤0.01%
+11,858
1931
$189K ﹤0.01%
1,342
-586
1932
$188K ﹤0.01%
3,701
-127
1933
$188K ﹤0.01%
2,071
+293
1934
$188K ﹤0.01%
4,134
-1,184
1935
$187K ﹤0.01%
8,027
-731
1936
$186K ﹤0.01%
2,322
-29
1937
$186K ﹤0.01%
17,586
-275
1938
$185K ﹤0.01%
16,700
+800
1939
$185K ﹤0.01%
13,320
+700
1940
$184K ﹤0.01%
14,104
+2,904
1941
$184K ﹤0.01%
16,258
-2,320
1942
$184K ﹤0.01%
735
+360
1943
$183K ﹤0.01%
249
-9
1944
$183K ﹤0.01%
3,168
+40
1945
$182K ﹤0.01%
11,712
-1,291
1946
$181K ﹤0.01%
2,751
1947
$181K ﹤0.01%
1,659
-3,024
1948
$181K ﹤0.01%
+3,635
1949
$181K ﹤0.01%
2,310
-763
1950
$181K ﹤0.01%
+15,781
76 77
78
79 80