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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
2426
$38.4K ﹤0.01%
1,020
+17
2427
$38.3K ﹤0.01%
600
2428
$38.3K ﹤0.01%
450
2429
$38.1K ﹤0.01%
991
+223
2430
$38.1K ﹤0.01%
1,942
-1,716
2431
$37.9K ﹤0.01%
312
-56
2432
$37.6K ﹤0.01%
1,081
-225
2433
$37.5K ﹤0.01%
189
+16
2434
$37.5K ﹤0.01%
744
2435
$37.2K ﹤0.01%
1,349
-113
2436
$36.9K ﹤0.01%
1,079
+4
2437
$36.8K ﹤0.01%
2,112
2438
$36.7K ﹤0.01%
1,823
-186
2439
$36.5K ﹤0.01%
1,000
2440
$36.5K ﹤0.01%
18,700
+4,000
2441
$36.4K ﹤0.01%
520
-59
2442
$36.4K ﹤0.01%
1,445
+429
2443
$36.3K ﹤0.01%
1,657
+8
2444
$36.1K ﹤0.01%
192
+121
2445
$36.1K ﹤0.01%
1,569
+8
2446
$35.9K ﹤0.01%
4,880
-4,750
2447
$35.9K ﹤0.01%
11,000
2448
$35.7K ﹤0.01%
180
-96
2449
$35.7K ﹤0.01%
849
2450
$35.5K ﹤0.01%
1,000
-280
96 97
98
99 100