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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
3501
$828 ﹤0.01%
250
3502
$824 ﹤0.01%
200
-261
3503
$815 ﹤0.01%
21
3504
$812 ﹤0.01%
61
-218
3505
$810 ﹤0.01%
200
-7
3506
$803 ﹤0.01%
6
-2
3507
$776 ﹤0.01%
39
3508
$768 ﹤0.01%
43
-61
3509
$762 ﹤0.01%
13
-40
3510
$762 ﹤0.01%
143
3511
$757 ﹤0.01%
185
3512
$755 ﹤0.01%
17
-328
3513
$751 ﹤0.01%
195
3514
$736 ﹤0.01%
413
3515
$729 ﹤0.01%
89
-8
3516
$728 ﹤0.01%
68
-62
3517
$722 ﹤0.01%
61
3518
$711 ﹤0.01%
450
3519
$711 ﹤0.01%
123
3520
$709 ﹤0.01%
189
-19,001
3521
$699 ﹤0.01%
8
3522
$699 ﹤0.01%
597
3523
$694 ﹤0.01%
40
3524
$690 ﹤0.01%
22
-267
3525
$688 ﹤0.01%
19
139 140
141
142 143