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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
176
$16.6M 0.12%
213,413
+12,556
177
$16.5M 0.12%
218,355
+117,324
178
$16.5M 0.12%
37,602
+7,197
179
$16.4M 0.12%
74,419
+3,410
180
$16.3M 0.12%
76,142
+17,809
181
$15.8M 0.12%
79,506
+19,744
182
$15.8M 0.12%
195,013
+6,707
183
$15.3M 0.11%
304,540
+176,316
184
$15.2M 0.11%
32,523
-836
185
$15.1M 0.11%
107,264
+22,382
186
$15.1M 0.11%
174,037
+2,834
187
$15M 0.11%
276,080
+2,204
188
$14.8M 0.11%
64,023
+2,515
189
$14.8M 0.11%
514,683
-110,455
190
$14.7M 0.11%
157,389
+52,537
191
$14.7M 0.11%
136,831
-40,387
192
$14.6M 0.11%
160,441
+18,418
193
$14.6M 0.11%
56,523
+2,117
194
$14.4M 0.11%
21,979
+3,583
195
$14.3M 0.1%
237,454
-47,783
196
$14.1M 0.1%
217,679
+23,008
197
$14.1M 0.1%
340,500
+3,970
198
$14.1M 0.1%
103,085
-6,298
199
$13.9M 0.1%
547,764
-16,516
200
$13.9M 0.1%
138,290
+10,106
6 7
8
9 10