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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
2276
$62.1K ﹤0.01%
1,147
+15
2277
$61.9K ﹤0.01%
802
2278
$61.8K ﹤0.01%
727
-68
2279
$61.7K ﹤0.01%
1,831
-13
2280
$61.6K ﹤0.01%
884
-18
2281
$61.3K ﹤0.01%
20,712
+17,121
2282
$61.1K ﹤0.01%
35,952
2283
$60.8K ﹤0.01%
112
+38
2284
$60.6K ﹤0.01%
1,069
+2
2285
$60.4K ﹤0.01%
3,183
+5
2286
$60.3K ﹤0.01%
10,022
2287
$60K ﹤0.01%
1,089
-6,088
2288
$59.9K ﹤0.01%
1,994
2289
$59.9K ﹤0.01%
338
+114
2290
$59.2K ﹤0.01%
1,703
+1,569
2291
$59.1K ﹤0.01%
408
2292
$59K ﹤0.01%
18,763
+17,214
2293
$58.9K ﹤0.01%
1,287
-4,824
2294
$58.9K ﹤0.01%
600
2295
$58.4K ﹤0.01%
287
-967
2296
$58.2K ﹤0.01%
7,400
2297
$58.2K ﹤0.01%
2,601
-1,961
2298
$58.2K ﹤0.01%
4,500
2299
$57.1K ﹤0.01%
747
-73
2300
$56.7K ﹤0.01%
1,176
-154
90 91
92
93 94