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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
2351
$48.9K ﹤0.01%
1,749
+358
2352
$48.9K ﹤0.01%
252
-2,499
2353
$48.9K ﹤0.01%
560
+52
2354
$48.8K ﹤0.01%
13,743
+137
2355
$48.8K ﹤0.01%
2,596
-388
2356
$48.6K ﹤0.01%
3,500
2357
$48.6K ﹤0.01%
650
2358
$48.5K ﹤0.01%
1,854
-4,135
2359
$48.4K ﹤0.01%
269
-20
2360
$48.2K ﹤0.01%
+19,357
2361
$47.7K ﹤0.01%
1,822
+1,807
2362
$47.6K ﹤0.01%
2,441
+4
2363
$47.6K ﹤0.01%
6,816
-17,174
2364
$47.1K ﹤0.01%
+10,575
2365
$46.9K ﹤0.01%
1,181
-4,656
2366
$46.8K ﹤0.01%
278
-40
2367
$46.5K ﹤0.01%
2,041
-288
2368
$46.4K ﹤0.01%
980
2369
$46.4K ﹤0.01%
1,293
+580
2370
$46.3K ﹤0.01%
651
2371
$45.4K ﹤0.01%
184
-76
2372
$45.3K ﹤0.01%
1,224
+4
2373
$45.1K ﹤0.01%
600
2374
$45K ﹤0.01%
431
-521
2375
$44.6K ﹤0.01%
+1,459
93 94
95
96 97