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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
2226
$69.3K ﹤0.01%
2,800
-2,064
2227
$69K ﹤0.01%
1,314
+472
2228
$69K ﹤0.01%
3,222
-418
2229
$68.6K ﹤0.01%
691
+26
2230
$68.3K ﹤0.01%
72,318
2231
$68.3K ﹤0.01%
2,363
-15,122
2232
$68.2K ﹤0.01%
3,455
2233
$68K ﹤0.01%
1,065
+42
2234
$67.8K ﹤0.01%
1,794
+16
2235
$67.8K ﹤0.01%
2,232
-20,360
2236
$67.8K ﹤0.01%
39,867
-750
2237
$67.5K ﹤0.01%
720
+37
2238
$67.5K ﹤0.01%
582
-77
2239
$67.4K ﹤0.01%
4,834
-1,418
2240
$67K ﹤0.01%
1,267
2241
$67K ﹤0.01%
1,726
-2,604
2242
$66.9K ﹤0.01%
394
-30
2243
$66.8K ﹤0.01%
5,543
-804
2244
$66.8K ﹤0.01%
1,329
+79
2245
$66.8K ﹤0.01%
34,959
-1,300
2246
$66.6K ﹤0.01%
275
-46
2247
$66.5K ﹤0.01%
1,336
2248
$66.5K ﹤0.01%
1,750
2249
$66.3K ﹤0.01%
53,475
-2,200
2250
$66.3K ﹤0.01%
1,795
+1,700
88 89
90
91 92