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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
3551
$547 ﹤0.01%
+50
3552
$544 ﹤0.01%
20
-23,315
3553
$535 ﹤0.01%
116
3554
$531 ﹤0.01%
+300
3555
$525 ﹤0.01%
109
3556
$522 ﹤0.01%
+100
3557
$521 ﹤0.01%
+17
3558
$521 ﹤0.01%
3
3559
$516 ﹤0.01%
66
3560
$515 ﹤0.01%
9
3561
$512 ﹤0.01%
61
3562
$512 ﹤0.01%
59
-229
3563
$504 ﹤0.01%
300
3564
$498 ﹤0.01%
250
3565
$497 ﹤0.01%
+202
3566
$491 ﹤0.01%
317
3567
$491 ﹤0.01%
24
-33
3568
$485 ﹤0.01%
11
-10,097
3569
$479 ﹤0.01%
4
-14
3570
$456 ﹤0.01%
200
3571
$455 ﹤0.01%
21
-122
3572
$454 ﹤0.01%
+43
3573
$454 ﹤0.01%
11
+1
3574
$449 ﹤0.01%
151
3575
$447 ﹤0.01%
100
141 142
143
144 145