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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
2051
$126K ﹤0.01%
5,506
2052
$126K ﹤0.01%
41,303
+13,240
2053
$125K ﹤0.01%
390
-6
2054
$125K ﹤0.01%
+15,253
2055
$125K ﹤0.01%
1,570
-2,446
2056
$124K ﹤0.01%
5,416
-420
2057
$124K ﹤0.01%
10,354
-600
2058
$123K ﹤0.01%
16,184
+31
2059
$123K ﹤0.01%
319
+201
2060
$122K ﹤0.01%
22,798
-1,020
2061
$121K ﹤0.01%
4,104
2062
$120K ﹤0.01%
2,753
+75
2063
$119K ﹤0.01%
1,507
-3,781
2064
$119K ﹤0.01%
+49,408
2065
$119K ﹤0.01%
6,395
2066
$119K ﹤0.01%
658
+4
2067
$118K ﹤0.01%
+20,988
2068
$118K ﹤0.01%
16,358
-56
2069
$117K ﹤0.01%
+19,565
2070
$117K ﹤0.01%
1,864
+27
2071
$117K ﹤0.01%
19,709
+3,907
2072
$117K ﹤0.01%
10,330
+1,600
2073
$117K ﹤0.01%
4,258
+3,356
2074
$117K ﹤0.01%
+692
2075
$115K ﹤0.01%
16,936
+1,527
81 82
83
84 85