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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
3526
$684 ﹤0.01%
188
3527
$681 ﹤0.01%
7
3528
$680 ﹤0.01%
100
3529
$672 ﹤0.01%
200
3530
$672 ﹤0.01%
150
3531
$666 ﹤0.01%
2,000
3532
$665 ﹤0.01%
20
-38
3533
$641 ﹤0.01%
10
3534
$640 ﹤0.01%
31
3535
$634 ﹤0.01%
100
3536
$633 ﹤0.01%
26
3537
$628 ﹤0.01%
9
3538
$623 ﹤0.01%
27
-26
3539
$622 ﹤0.01%
146
-265
3540
$618 ﹤0.01%
92
3541
$613 ﹤0.01%
20
3542
$606 ﹤0.01%
+6
3543
$598 ﹤0.01%
185
3544
$578 ﹤0.01%
+50
3545
$572 ﹤0.01%
12
3546
$568 ﹤0.01%
176
3547
$565 ﹤0.01%
20
-95
3548
$563 ﹤0.01%
94
-603
3549
$556 ﹤0.01%
200
3550
$547 ﹤0.01%
10
140 141
142
143 144