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
2826
$11K ﹤0.01%
423
-376
2827
$11K ﹤0.01%
200
2828
$11K ﹤0.01%
95
-77
2829
$11K ﹤0.01%
124
-16
2830
$10.9K ﹤0.01%
613
-861
2831
$10.9K ﹤0.01%
1,540
+857
2832
$10.9K ﹤0.01%
247
2833
$10.9K ﹤0.01%
1,630
-316
2834
$10.9K ﹤0.01%
543
2835
$10.8K ﹤0.01%
+510
2836
$10.8K ﹤0.01%
489
+3
2837
$10.7K ﹤0.01%
142
2838
$10.7K ﹤0.01%
115
2839
$10.7K ﹤0.01%
286
-99
2840
$10.7K ﹤0.01%
900
2841
$10.7K ﹤0.01%
500
2842
$10.6K ﹤0.01%
101
-78
2843
$10.6K ﹤0.01%
925
-1,313
2844
$10.6K ﹤0.01%
201
2845
$10.5K ﹤0.01%
233
-106
2846
$10.5K ﹤0.01%
664
-333
2847
$10.4K ﹤0.01%
124
-156
2848
$10.4K ﹤0.01%
500
2849
$10.3K ﹤0.01%
1,379
+1,316
2850
$10.3K ﹤0.01%
+508
112 113
114
115 116