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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
2301
$56.3K ﹤0.01%
483
2302
$56.3K ﹤0.01%
206
-325
2303
$56K ﹤0.01%
746
-289
2304
$56K ﹤0.01%
13,918
2305
$55.9K ﹤0.01%
2,128
+24
2306
$55.5K ﹤0.01%
143
+45
2307
$55.2K ﹤0.01%
1,020
-672
2308
$55K ﹤0.01%
13,232
+738
2309
$54.7K ﹤0.01%
2,600
2310
$54.6K ﹤0.01%
7,836
-4,300
2311
$54.6K ﹤0.01%
461
-165
2312
$54.5K ﹤0.01%
13,458
2313
$54.4K ﹤0.01%
4,714
2314
$54.3K ﹤0.01%
651
+40
2315
$54.1K ﹤0.01%
1,748
+15
2316
$53.6K ﹤0.01%
405
-101
2317
$53.6K ﹤0.01%
1,174
-2
2318
$53.3K ﹤0.01%
21,586
+3
2319
$53.2K ﹤0.01%
4,759
-2,457
2320
$53.1K ﹤0.01%
1,918
2321
$52.8K ﹤0.01%
586
-4,585
2322
$52.6K ﹤0.01%
1,354
+1
2323
$52.3K ﹤0.01%
1,079
+101
2324
$52.2K ﹤0.01%
14,707
+3,875
2325
$51.9K ﹤0.01%
2,614
-20,824
91 92
93
94 95