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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
3601
$375 ﹤0.01%
8
3602
$367 ﹤0.01%
3
-1,766
3603
$366 ﹤0.01%
385
3604
$366 ﹤0.01%
40
-120
3605
$363 ﹤0.01%
+18
3606
$359 ﹤0.01%
+11
3607
$353 ﹤0.01%
15
3608
$348 ﹤0.01%
+30
3609
$347 ﹤0.01%
14
+8
3610
$346 ﹤0.01%
3
3611
$343 ﹤0.01%
4
3612
$333 ﹤0.01%
10
-16
3613
$331 ﹤0.01%
+30
3614
$330 ﹤0.01%
4
3615
$329 ﹤0.01%
+17
3616
$329 ﹤0.01%
18
3617
$301 ﹤0.01%
32
3618
$298 ﹤0.01%
86
-70
3619
$298 ﹤0.01%
8
3620
$296 ﹤0.01%
+3
3621
$292 ﹤0.01%
10
-40
3622
$288 ﹤0.01%
150
-1
3623
$287 ﹤0.01%
38
+1
3624
$283 ﹤0.01%
16
-30
3625
$281 ﹤0.01%
75
-3,800
143 144
145
146 147