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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
2326
$51.8K ﹤0.01%
3,081
+30
2327
$51.7K ﹤0.01%
493
2328
$51.7K ﹤0.01%
3,355
+761
2329
$51.6K ﹤0.01%
5,000
-5,500
2330
$51.6K ﹤0.01%
3,176
+29
2331
$51.4K ﹤0.01%
5,248
2332
$51.3K ﹤0.01%
2,909
+3
2333
$51.2K ﹤0.01%
11,600
2334
$50.8K ﹤0.01%
12,921
2335
$50.7K ﹤0.01%
2,032
+16
2336
$50.7K ﹤0.01%
3,250
2337
$50.7K ﹤0.01%
37,000
2338
$50.7K ﹤0.01%
6,666
2339
$50.6K ﹤0.01%
+12,821
2340
$50.5K ﹤0.01%
1,000
2341
$50.3K ﹤0.01%
4,682
-2,062
2342
$50.2K ﹤0.01%
465
+203
2343
$50.2K ﹤0.01%
774
+238
2344
$50K ﹤0.01%
1,917
-35
2345
$50K ﹤0.01%
9,726
2346
$49.7K ﹤0.01%
750
2347
$49.4K ﹤0.01%
443
-5
2348
$49.4K ﹤0.01%
678
+329
2349
$49.4K ﹤0.01%
14,561
+14,559
2350
$49.2K ﹤0.01%
525
+167
92 93
94
95 96