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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
2151
$90.8K ﹤0.01%
639
+605
2152
$90.6K ﹤0.01%
14,811
+2,608
2153
$90.3K ﹤0.01%
4,482
-1,603
2154
$90.2K ﹤0.01%
1,983
2155
$89.3K ﹤0.01%
2,096
+256
2156
$89K ﹤0.01%
+10,000
2157
$88.8K ﹤0.01%
3,206
+2
2158
$88.6K ﹤0.01%
611
2159
$88.5K ﹤0.01%
6,373
+60
2160
$88.4K ﹤0.01%
2,656
+1,220
2161
$88K ﹤0.01%
1,729
+183
2162
$87.9K ﹤0.01%
634
+71
2163
$87.6K ﹤0.01%
1,569
-5,907
2164
$87.6K ﹤0.01%
1,738
2165
$87.4K ﹤0.01%
353
-2
2166
$87.3K ﹤0.01%
2,125
2167
$87K ﹤0.01%
988
-23
2168
$86.7K ﹤0.01%
1,883
+4
2169
$85.8K ﹤0.01%
1,918
+114
2170
$85.3K ﹤0.01%
1,973
-1,097
2171
$84.8K ﹤0.01%
3,235
+13
2172
$84.4K ﹤0.01%
2,857
-11
2173
$83.8K ﹤0.01%
3,468
-2,932
2174
$83.5K ﹤0.01%
3,350
-9,148
2175
$83.4K ﹤0.01%
5,151
+91
85 86
87
88 89