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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
201
$13.9M 0.1%
150,952
+45,124
202
$13.8M 0.1%
264,922
+199,098
203
$13.7M 0.1%
115,193
-8,315
204
$13.7M 0.1%
552,601
+267,769
205
$13.7M 0.1%
24,696
+1,784
206
$13.5M 0.1%
519,736
+4,802
207
$13.5M 0.1%
242,648
+119,261
208
$13.4M 0.1%
552,389
+214,437
209
$13.2M 0.1%
149,733
+80,376
210
$13.2M 0.1%
147,357
+40,547
211
$13.1M 0.1%
153,234
+42,162
212
$13.1M 0.1%
535,341
-345,817
213
$13.1M 0.1%
468,311
+120,082
214
$13M 0.09%
317,198
+213,474
215
$13M 0.09%
229,664
+16,229
216
$12.9M 0.09%
487,305
-24,492
217
$12.8M 0.09%
176,713
+50,856
218
$12.8M 0.09%
281,524
+276,720
219
$12.7M 0.09%
102,804
+16,400
220
$12.7M 0.09%
126,267
+12,775
221
$12.6M 0.09%
626,661
-90,146
222
$12.5M 0.09%
386,972
+24,187
223
$12.5M 0.09%
368,727
+201,350
224
$12.5M 0.09%
95,088
+42,080
225
$12.4M 0.09%
542,577
-54,004
7 8
9
10 11