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
2726
$14.3K ﹤0.01%
437
-670
2727
$14.2K ﹤0.01%
110
-59
2728
$14.2K ﹤0.01%
168
-50
2729
$14.2K ﹤0.01%
308
2730
$14.1K ﹤0.01%
803
-948
2731
$14.1K ﹤0.01%
694
2732
$14K ﹤0.01%
1,263
2733
$14K ﹤0.01%
25,120
2734
$13.9K ﹤0.01%
184
+2
2735
$13.9K ﹤0.01%
743
2736
$13.9K ﹤0.01%
450
2737
$13.9K ﹤0.01%
5,548
-27,165
2738
$13.8K ﹤0.01%
1,100
-17
2739
$13.8K ﹤0.01%
457
+6
2740
$13.8K ﹤0.01%
2,985
2741
$13.7K ﹤0.01%
615
-1,984
2742
$13.7K ﹤0.01%
749
-53
2743
$13.7K ﹤0.01%
+236
2744
$13.6K ﹤0.01%
292
2745
$13.5K ﹤0.01%
250
-7,862
2746
$13.5K ﹤0.01%
620
-12,928
2747
$13.5K ﹤0.01%
1,000
2748
$13.5K ﹤0.01%
1,138
2749
$13.4K ﹤0.01%
138
-45
2750
$13.3K ﹤0.01%
214
-3,410
108 109
110
111 112