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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
2101
$105K ﹤0.01%
1,336
-65
2102
$105K ﹤0.01%
16,318
+1,726
2103
$104K ﹤0.01%
2,534
-62
2104
$104K ﹤0.01%
7,707
-365
2105
$104K ﹤0.01%
1,943
+1,600
2106
$104K ﹤0.01%
+15,410
2107
$104K ﹤0.01%
36,878
2108
$103K ﹤0.01%
5,669
+1,251
2109
$102K ﹤0.01%
1,578
-2,720
2110
$102K ﹤0.01%
2,150
+125
2111
$102K ﹤0.01%
666
2112
$102K ﹤0.01%
1,587
-187
2113
$101K ﹤0.01%
2,981
-26
2114
$100K ﹤0.01%
2,378
-4,315
2115
$100K ﹤0.01%
19,874
2116
$99.9K ﹤0.01%
22,546
+2,388
2117
$99.6K ﹤0.01%
19,386
-1
2118
$99.1K ﹤0.01%
3,701
-10,795
2119
$98.9K ﹤0.01%
1,703
2120
$98.1K ﹤0.01%
1,568
-1,951
2121
$97.6K ﹤0.01%
12,076
-2,500
2122
$97.4K ﹤0.01%
317
-99
2123
$97.3K ﹤0.01%
1,163
-6,153
2124
$96.9K ﹤0.01%
2,351
2125
$96.9K ﹤0.01%
2,350
-265
83 84
85
86 87