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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
3576
$447 ﹤0.01%
11
3577
$445 ﹤0.01%
500
3578
$439 ﹤0.01%
129
3579
$435 ﹤0.01%
82
3580
$432 ﹤0.01%
7
-65
3581
$431 ﹤0.01%
4
3582
$410 ﹤0.01%
84
3583
$408 ﹤0.01%
57
-362
3584
$406 ﹤0.01%
36
3585
$406 ﹤0.01%
+10
3586
$404 ﹤0.01%
8
-180
3587
$401 ﹤0.01%
10
3588
$398 ﹤0.01%
150
3589
$398 ﹤0.01%
10
3590
$395 ﹤0.01%
34
-50
3591
$395 ﹤0.01%
22
-3
3592
$389 ﹤0.01%
335
3593
$389 ﹤0.01%
22
-159
3594
$386 ﹤0.01%
10
3595
$386 ﹤0.01%
20
+19
3596
$385 ﹤0.01%
25
3597
$384 ﹤0.01%
4
3598
$381 ﹤0.01%
20
3599
$381 ﹤0.01%
262
3600
$379 ﹤0.01%
82
142 143
144
145 146