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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
2126
$96.8K ﹤0.01%
15,082
+14,680
2127
$96.5K ﹤0.01%
1,955
+917
2128
$96.5K ﹤0.01%
990
2129
$96.2K ﹤0.01%
4,895
+1,273
2130
$95.9K ﹤0.01%
11,539
+44
2131
$95.8K ﹤0.01%
2,278
2132
$95.4K ﹤0.01%
4,851
+49
2133
$95K ﹤0.01%
29,725
2134
$94.9K ﹤0.01%
5,307
2135
$94.8K ﹤0.01%
1,894
-363
2136
$94.7K ﹤0.01%
35,885
2137
$94.5K ﹤0.01%
9,256
+1,083
2138
$94.3K ﹤0.01%
355
-6
2139
$93.8K ﹤0.01%
18,383
+10,588
2140
$93.7K ﹤0.01%
396
-11
2141
$93.3K ﹤0.01%
+12,850
2142
$93K ﹤0.01%
1,219
2143
$92.4K ﹤0.01%
10,475
2144
$92.3K ﹤0.01%
5,879
2145
$92K ﹤0.01%
11,756
2146
$91.9K ﹤0.01%
489
+7
2147
$91.7K ﹤0.01%
1,500
2148
$91.6K ﹤0.01%
2,418
+80
2149
$91K ﹤0.01%
1,571
2150
$90.9K ﹤0.01%
4,283
+8
84 85
86
87 88