We are live on
!
Find out more
NA
NewEdge Advisors Portfolio holdings
AUM
$27.7B
1-Year Est. Return
23.01%
This Fund
S&P 500
1 Year Est. Return
+23.01%
AUM
$27.7B
AUM Growth
+$122M
(+0.44%)
Holding
4,509
Top Buys
| 1 | +$62M | |
| 2 | +$58.6M | |
| 3 | +$53.1M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$52.2M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$50.8M |
Top Sells
| 1 | +$351M | |
| 2 | +$130M | |
| 3 | +$63.3M | |
| 4 |
Broadcom
AVGO
|
+$58.9M |
| 5 |
IBM
IBM
|
+$49.5M |
Sector Composition
| 1 | Technology | 14.25% |
| 2 | Financials | 7.03% |
| 3 | Consumer Discretionary | 4.87% |
| 4 | Industrials | 4.24% |
| 5 | Healthcare | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4451
Laureate Education
LAUR
$5.1B
| – | – |
-11,161
|
|
||
|
CFLT
4452
DELISTED
Confluent
CFLT
| – | – |
-14,703
|
|