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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
2176
$83.1K ﹤0.01%
269
+71
2177
$82.1K ﹤0.01%
24,290
-1,914
2178
$81.9K ﹤0.01%
2,175
-633
2179
$81.6K ﹤0.01%
3,618
+8
2180
$81.5K ﹤0.01%
929
-255
2181
$80.8K ﹤0.01%
5,022
-1,461
2182
$80.7K ﹤0.01%
1,321
+12
2183
$80.7K ﹤0.01%
3,423
2184
$79.5K ﹤0.01%
3,040
2185
$79.2K ﹤0.01%
4,592
+25
2186
$79K ﹤0.01%
4,650
-11,044
2187
$78.8K ﹤0.01%
7,433
+19
2188
$78K ﹤0.01%
8,078
-1,837
2189
$77.7K ﹤0.01%
1,859
+2
2190
$77.3K ﹤0.01%
1,771
-14
2191
$77.2K ﹤0.01%
1,923
+1
2192
$76.8K ﹤0.01%
1,902
2193
$76.7K ﹤0.01%
807
-272
2194
$76.1K ﹤0.01%
3,829
+1,794
2195
$75.9K ﹤0.01%
15,420
-2,197
2196
$75.8K ﹤0.01%
15,600
2197
$75.7K ﹤0.01%
695
-1,058
2198
$75.6K ﹤0.01%
984
2199
$75.3K ﹤0.01%
5,430
+534
2200
$74.9K ﹤0.01%
5,652
86 87
88
89 90