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
3726
$32 ﹤0.01%
4
3727
$32 ﹤0.01%
10
3728
$31 ﹤0.01%
1
3729
$30 ﹤0.01%
1
3730
$28 ﹤0.01%
19
3731
$28 ﹤0.01%
3
3732
$26 ﹤0.01%
1
3733
$24 ﹤0.01%
4
+3
3734
$21 ﹤0.01%
3
3735
$21 ﹤0.01%
3
3736
$21 ﹤0.01%
4
3737
$19 ﹤0.01%
1
3738
$17 ﹤0.01%
3
3739
$16 ﹤0.01%
5
-5
3740
$16 ﹤0.01%
4
-54
3741
$15 ﹤0.01%
5
3742
$15 ﹤0.01%
6
3743
$14 ﹤0.01%
1
3744
$13 ﹤0.01%
+8
3745
$13 ﹤0.01%
3
3746
$13 ﹤0.01%
5
3747
$12 ﹤0.01%
2
-17
3748
$12 ﹤0.01%
2
-1,478
3749
$12 ﹤0.01%
+2
3750
$8 ﹤0.01%
2
148 149
150
151 152