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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
2076
$115K ﹤0.01%
1,743
-57
2077
$115K ﹤0.01%
3,255
2078
$115K ﹤0.01%
1,903
-77
2079
$114K ﹤0.01%
22,906
+5,000
2080
$114K ﹤0.01%
11,521
+10,871
2081
$114K ﹤0.01%
15,000
2082
$113K ﹤0.01%
11,100
-800
2083
$113K ﹤0.01%
+3,050
2084
$113K ﹤0.01%
1,969
+1,031
2085
$113K ﹤0.01%
+5,108
2086
$112K ﹤0.01%
645
-55
2087
$112K ﹤0.01%
19,380
-2,446
2088
$112K ﹤0.01%
101,649
-630
2089
$110K ﹤0.01%
2,840
-2,750
2090
$110K ﹤0.01%
5,375
2091
$108K ﹤0.01%
215
-49
2092
$108K ﹤0.01%
28,282
+700
2093
$106K ﹤0.01%
1,689
+1,023
2094
$106K ﹤0.01%
+7,300
2095
$105K ﹤0.01%
5,424
2096
$105K ﹤0.01%
649
+37
2097
$105K ﹤0.01%
2,109
-3,281
2098
$105K ﹤0.01%
1,650
-2,358
2099
$105K ﹤0.01%
848
+24
2100
$105K ﹤0.01%
668
+55
82 83
84
85 86