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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
1976
$164K ﹤0.01%
7,466
+1,677
1977
$164K ﹤0.01%
880
1978
$164K ﹤0.01%
+16,583
1979
$160K ﹤0.01%
523,480
1980
$160K ﹤0.01%
+10,234
1981
$160K ﹤0.01%
2,274
-662
1982
$160K ﹤0.01%
23,581
+136
1983
$158K ﹤0.01%
46,690
+44,957
1984
$156K ﹤0.01%
14,263
-390
1985
$155K ﹤0.01%
750
-16
1986
$155K ﹤0.01%
1,628
+35
1987
$153K ﹤0.01%
9,531
-1,700
1988
$152K ﹤0.01%
22,932
-18,518
1989
$152K ﹤0.01%
1,992
-2,772
1990
$151K ﹤0.01%
8,860
+13
1991
$151K ﹤0.01%
24,346
+11,726
1992
$151K ﹤0.01%
24,819
+22,877
1993
$150K ﹤0.01%
4,364
1994
$149K ﹤0.01%
+7,312
1995
$149K ﹤0.01%
5,216
-317
1996
$149K ﹤0.01%
6,283
+2,887
1997
$149K ﹤0.01%
1,767
-4,062
1998
$146K ﹤0.01%
+12,750
1999
$146K ﹤0.01%
3,055
2000
$146K ﹤0.01%
908
-133
78 79
80
81 82