NA

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
251
$10.7M 0.08%
107,283
+6,686
252
$10.5M 0.08%
128,470
+13,450
253
$10.5M 0.08%
229,595
+34,094
254
$10.5M 0.08%
133,526
+50,766
255
$10.4M 0.08%
65,517
-2,690
256
$10.4M 0.08%
369,675
-647,662
257
$10.4M 0.08%
110,342
-451
258
$10.3M 0.07%
193,631
-797
259
$10.3M 0.07%
56,321
-1,758
260
$10.2M 0.07%
201,965
+161,613
261
$10.2M 0.07%
104,402
+17,563
262
$10.1M 0.07%
26,172
+1,792
263
$10.1M 0.07%
40,951
+13,656
264
$10.1M 0.07%
+472,825
265
$9.97M 0.07%
100,286
+58,006
266
$9.92M 0.07%
169,186
+24,147
267
$9.91M 0.07%
101,929
+3,777
268
$9.9M 0.07%
234,994
+61,008
269
$9.86M 0.07%
128,774
+16,152
270
$9.85M 0.07%
89,092
+26,062
271
$9.82M 0.07%
191,411
+45,261
272
$9.79M 0.07%
522,534
+154,422
273
$9.67M 0.07%
122,880
+8,127
274
$9.39M 0.07%
96,761
+5,013
275
$9.26M 0.07%
43,413
+4,435
9 10
11
12 13