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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
3701
$66 ﹤0.01%
+57
3702
$64 ﹤0.01%
+5
3703
– –
0
3704
$61 ﹤0.01%
21
3705
$59 ﹤0.01%
2,500
3706
$58 ﹤0.01%
1
3707
$58 ﹤0.01%
1
-6,171
3708
$54 ﹤0.01%
50
3709
$53 ﹤0.01%
3
-8
3710
$50 ﹤0.01%
1,072
3711
$49 ﹤0.01%
+6
3712
$48 ﹤0.01%
1
3713
$47 ﹤0.01%
47
3714
$45 ﹤0.01%
15
3715
$42 ﹤0.01%
2
3716
$42 ﹤0.01%
2
3717
$41 ﹤0.01%
2
-9,089
3718
$39 ﹤0.01%
1
3719
$39 ﹤0.01%
1
3720
$38 ﹤0.01%
2
3721
$38 ﹤0.01%
1
3722
$38 ﹤0.01%
35
3723
$37 ﹤0.01%
2
3724
$36 ﹤0.01%
+5
3725
$32 ﹤0.01%
1
147 148
149
150 151