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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
3476
$937 ﹤0.01%
19
-55
3477
$929 ﹤0.01%
+199
3478
$929 ﹤0.01%
10
3479
$928 ﹤0.01%
27
3480
$918 ﹤0.01%
250
3481
$911 ﹤0.01%
100
3482
$907 ﹤0.01%
25
3483
$905 ﹤0.01%
11
3484
$904 ﹤0.01%
21
-66
3485
$904 ﹤0.01%
75
3486
$901 ﹤0.01%
180
3487
$890 ﹤0.01%
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3488
$890 ﹤0.01%
436
-48
3489
$879 ﹤0.01%
50
3490
$870 ﹤0.01%
27
-21
3491
$867 ﹤0.01%
63
3492
$860 ﹤0.01%
+38
3493
$860 ﹤0.01%
235
3494
$850 ﹤0.01%
57
+7
3495
$847 ﹤0.01%
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3496
$847 ﹤0.01%
109
3497
$846 ﹤0.01%
+100
3498
$836 ﹤0.01%
190
3499
$834 ﹤0.01%
667
3500
$832 ﹤0.01%
12
138 139
140
141 142