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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
3651
$180 ﹤0.01%
81
3652
$180 ﹤0.01%
+30
3653
$178 ﹤0.01%
25
-75
3654
$171 ﹤0.01%
+14
3655
$171 ﹤0.01%
7
+2
3656
$169 ﹤0.01%
4
3657
$167 ﹤0.01%
31
3658
$164 ﹤0.01%
+7
3659
$163 ﹤0.01%
45
3660
$162 ﹤0.01%
+9
3661
$154 ﹤0.01%
20
-50
3662
$153 ﹤0.01%
10
3663
$151 ﹤0.01%
60
3664
$151 ﹤0.01%
3
-74
3665
$145 ﹤0.01%
+10
3666
$145 ﹤0.01%
32
3667
$136 ﹤0.01%
18
+17
3668
$135 ﹤0.01%
+9
3669
$135 ﹤0.01%
+100
3670
$132 ﹤0.01%
+3
3671
$131 ﹤0.01%
7
+1
3672
$131 ﹤0.01%
12
3673
$130 ﹤0.01%
100
3674
$128 ﹤0.01%
+6
3675
$126 ﹤0.01%
5
145 146
147
148 149