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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
2026
$135K ﹤0.01%
3,627
-65
2027
$135K ﹤0.01%
2,535
-154
2028
$135K ﹤0.01%
8,005
2029
$135K ﹤0.01%
306
2030
$135K ﹤0.01%
6,733
-57,652
2031
$135K ﹤0.01%
24,124
+5
2032
$134K ﹤0.01%
+23,103
2033
$133K ﹤0.01%
1,832
-611
2034
$133K ﹤0.01%
6,331
+472
2035
$133K ﹤0.01%
1,785
-24
2036
$133K ﹤0.01%
+12,700
2037
$133K ﹤0.01%
5,166
-1,596
2038
$133K ﹤0.01%
5,524
+274
2039
$132K ﹤0.01%
1,612
+711
2040
$131K ﹤0.01%
622
-70
2041
$131K ﹤0.01%
17,181
-13,921
2042
$130K ﹤0.01%
732
-702
2043
$129K ﹤0.01%
2,621
-1,050
2044
$129K ﹤0.01%
2,346
-74
2045
$129K ﹤0.01%
2,624
-1,366
2046
$129K ﹤0.01%
95,390
2047
$127K ﹤0.01%
4,574
-9,783
2048
$127K ﹤0.01%
1,549
-82
2049
$127K ﹤0.01%
1,190
-2,077
2050
$126K ﹤0.01%
+18,641
80 81
82
83 84