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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
3451
$1.08K ﹤0.01%
100
-589
3452
$1.08K ﹤0.01%
70
3453
$1.08K ﹤0.01%
+30
3454
$1.08K ﹤0.01%
55
-301
3455
$1.07K ﹤0.01%
19
-73
3456
$1.07K ﹤0.01%
148
3457
$1.04K ﹤0.01%
+68
3458
$1.03K ﹤0.01%
21
-88
3459
$1.03K ﹤0.01%
2
3460
$1.01K ﹤0.01%
7
-20
3461
$1.01K ﹤0.01%
218
3462
$1K ﹤0.01%
32
-106
3463
$996 ﹤0.01%
14
3464
$992 ﹤0.01%
20
-6
3465
$990 ﹤0.01%
22
-166
3466
$986 ﹤0.01%
+200
3467
$984 ﹤0.01%
95
3468
$981 ﹤0.01%
8
3469
$978 ﹤0.01%
300
-40
3470
$976 ﹤0.01%
100
3471
$970 ﹤0.01%
60
3472
$959 ﹤0.01%
55
-61
3473
$950 ﹤0.01%
1,000
3474
$945 ﹤0.01%
77
3475
$942 ﹤0.01%
10
137 138
139
140 141