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
3351
$1.85K ﹤0.01%
1,090
3352
$1.85K ﹤0.01%
39
+1
3353
$1.84K ﹤0.01%
1,000
3354
$1.82K ﹤0.01%
257
+1
3355
$1.82K ﹤0.01%
145
-1
3356
$1.81K ﹤0.01%
156
-467
3357
$1.8K ﹤0.01%
60
-121
3358
$1.78K ﹤0.01%
600
3359
$1.76K ﹤0.01%
1,399
+66
3360
$1.76K ﹤0.01%
+50
3361
$1.76K ﹤0.01%
547
3362
$1.75K ﹤0.01%
247
-172
3363
$1.74K ﹤0.01%
34
3364
$1.73K ﹤0.01%
68
3365
$1.72K ﹤0.01%
120
3366
$1.72K ﹤0.01%
1,000
3367
$1.72K ﹤0.01%
15
-43
3368
$1.71K ﹤0.01%
127
3369
$1.7K ﹤0.01%
45
3370
$1.67K ﹤0.01%
+10
3371
$1.61K ﹤0.01%
188
3372
$1.61K ﹤0.01%
76
3373
$1.6K ﹤0.01%
225
3374
$1.58K ﹤0.01%
240
3375
$1.58K ﹤0.01%
1,111
+99
133 134
135
136 137