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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
2001
$146K ﹤0.01%
3,096
-500
2002
$145K ﹤0.01%
1,561
+42
2003
$145K ﹤0.01%
10,127
-1,181
2004
$145K ﹤0.01%
3,319
-4,891
2005
$145K ﹤0.01%
15,100
-72,676
2006
$145K ﹤0.01%
12,500
+10,500
2007
$144K ﹤0.01%
846
-5
2008
$143K ﹤0.01%
5,498
2009
$143K ﹤0.01%
301
-1,764
2010
$143K ﹤0.01%
3,551
-104
2011
$143K ﹤0.01%
1,337
-194
2012
$143K ﹤0.01%
20,261
+5,291
2013
$142K ﹤0.01%
13,164
-3,195
2014
$142K ﹤0.01%
13,426
+12,673
2015
$141K ﹤0.01%
3,467
-2,442
2016
$141K ﹤0.01%
473
+1
2017
$140K ﹤0.01%
14,472
+4,472
2018
$139K ﹤0.01%
5,015
+7
2019
$139K ﹤0.01%
24,300
+700
2020
$138K ﹤0.01%
25,651
-1,900
2021
$136K ﹤0.01%
9,965
2022
$136K ﹤0.01%
31,628
-10,216
2023
$136K ﹤0.01%
+13,519
2024
$136K ﹤0.01%
2,507
+1
2025
$136K ﹤0.01%
42,355
+3,978
79 80
81
82 83