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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
1951
$181K ﹤0.01%
7,688
-12,381
1952
$180K ﹤0.01%
12,743
+746
1953
$179K ﹤0.01%
4,308
+1,083
1954
$179K ﹤0.01%
13,348
-531
1955
$178K ﹤0.01%
1,480
-48
1956
$178K ﹤0.01%
15,105
-900
1957
$175K ﹤0.01%
14,636
+2,134
1958
$174K ﹤0.01%
8,267
+7
1959
$173K ﹤0.01%
+12,200
1960
$172K ﹤0.01%
7,350
-200
1961
$172K ﹤0.01%
5,629
+298
1962
$172K ﹤0.01%
26,942
+5,601
1963
$171K ﹤0.01%
17,966
-47
1964
$171K ﹤0.01%
22,585
+222
1965
$170K ﹤0.01%
16,570
+2,600
1966
$170K ﹤0.01%
1,980
-81
1967
$169K ﹤0.01%
1,563
-663
1968
$168K ﹤0.01%
726
-207
1969
$168K ﹤0.01%
2,267
-6,952
1970
$168K ﹤0.01%
16,182
1971
$167K ﹤0.01%
15,723
-5,469
1972
$167K ﹤0.01%
4,023
1973
$167K ﹤0.01%
2,475
+124
1974
$165K ﹤0.01%
+11,123
1975
$164K ﹤0.01%
5,356
+628
77 78
79
80 81