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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
2401
$42.3K ﹤0.01%
1,468
-1,048
2402
$42.2K ﹤0.01%
415
-63
2403
$42.1K ﹤0.01%
822
-307
2404
$42K ﹤0.01%
1,923
2405
$42K ﹤0.01%
779
2406
$41.8K ﹤0.01%
1,020
-5,780
2407
$41.5K ﹤0.01%
4,000
2408
$41.5K ﹤0.01%
13,000
-1,618
2409
$41.4K ﹤0.01%
5,144
+34
2410
$41K ﹤0.01%
1,020
-27,646
2411
$41K ﹤0.01%
2,201
2412
$40.9K ﹤0.01%
1,998
+8
2413
$40.4K ﹤0.01%
3,755
-107
2414
$40.3K ﹤0.01%
1,615
-350
2415
$40K ﹤0.01%
1,081
2416
$39.9K ﹤0.01%
351
+93
2417
$39.9K ﹤0.01%
1,137
-64
2418
$39.9K ﹤0.01%
901
-6,558
2419
$39.8K ﹤0.01%
1,153
-1,839
2420
$39.6K ﹤0.01%
662
+7
2421
$39.4K ﹤0.01%
5,351
2422
$39.3K ﹤0.01%
161
-47
2423
$39.1K ﹤0.01%
1,685
2424
$38.6K ﹤0.01%
349
-33
2425
$38.6K ﹤0.01%
1,150
+354
95 96
97
98 99