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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
2451
$35.4K ﹤0.01%
506
2452
$35.4K ﹤0.01%
1,000
2453
$35.3K ﹤0.01%
641
-4,012
2454
$35.3K ﹤0.01%
1,585
+36
2455
$35.1K ﹤0.01%
787
+269
2456
$34.9K ﹤0.01%
540
2457
$34.7K ﹤0.01%
743
-477
2458
$34.6K ﹤0.01%
22,355
-1,950
2459
$34.6K ﹤0.01%
217
-120
2460
$34.4K ﹤0.01%
1,532
-16
2461
$34.4K ﹤0.01%
3,219
2462
$34K ﹤0.01%
1,526
-315
2463
$34K ﹤0.01%
1,315
2464
$33.8K ﹤0.01%
1,519
2465
$33.8K ﹤0.01%
1,893
+405
2466
$33.7K ﹤0.01%
2,299
2467
$33.4K ﹤0.01%
1,400
-129
2468
$33.4K ﹤0.01%
376
+218
2469
$33.3K ﹤0.01%
670
-230
2470
$33.2K ﹤0.01%
2,264
-223
2471
$32.8K ﹤0.01%
608
-4,233
2472
$32.8K ﹤0.01%
4,260
+194
2473
$32.7K ﹤0.01%
2,000
2474
$32.6K ﹤0.01%
330
2475
$32.5K ﹤0.01%
188
+23
97 98
99
100 101