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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
2376
$44.3K ﹤0.01%
4,267
-92
2377
$44.2K ﹤0.01%
228
+90
2378
$44.2K ﹤0.01%
79,255
+49,255
2379
$44.1K ﹤0.01%
1,325
-229
2380
$44K ﹤0.01%
1,702
-478
2381
$44K ﹤0.01%
1,587
-14,162
2382
$43.9K ﹤0.01%
139
-7
2383
$43.9K ﹤0.01%
1,236
2384
$43.9K ﹤0.01%
480
-131
2385
$43.9K ﹤0.01%
+12,463
2386
$43.9K ﹤0.01%
461
-23
2387
$43.8K ﹤0.01%
1,283
2388
$43.7K ﹤0.01%
4,100
-300
2389
$43.6K ﹤0.01%
2,141
-1,528
2390
$43.6K ﹤0.01%
870
-1,925
2391
$43.5K ﹤0.01%
15,932
+1,981
2392
$43.4K ﹤0.01%
1,517
-4,203
2393
$43.4K ﹤0.01%
735
-19,134
2394
$42.9K ﹤0.01%
854
-19
2395
$42.8K ﹤0.01%
1,196
2396
$42.7K ﹤0.01%
1,373
2397
$42.5K ﹤0.01%
15,402
2398
$42.4K ﹤0.01%
1,380
-82
2399
$42.4K ﹤0.01%
19,799
+19,449
2400
$42.3K ﹤0.01%
2,004
94 95
96
97 98