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
651
$2.63M 0.02%
86,115
+84,309
652
$2.62M 0.02%
46,991
+29,717
653
$2.62M 0.02%
29,731
+1,331
654
$2.61M 0.02%
21,134
+3,737
655
$2.59M 0.02%
76,822
-1,973
656
$2.58M 0.02%
33,189
+22,257
657
$2.58M 0.02%
94,975
+1,044
658
$2.57M 0.02%
9,560
+3,216
659
$2.55M 0.02%
40,647
+6,647
660
$2.49M 0.02%
80,011
+12,738
661
$2.49M 0.02%
73,725
+13,241
662
$2.49M 0.02%
110,774
-13,621
663
$2.49M 0.02%
57,971
+10,305
664
$2.48M 0.02%
39,207
+5,849
665
$2.47M 0.02%
51,159
+22,558
666
$2.46M 0.02%
52,360
-1,779
667
$2.46M 0.02%
48,072
+1,532
668
$2.46M 0.02%
25,166
+8,681
669
$2.46M 0.02%
44,649
+5,846
670
$2.45M 0.02%
19,754
+3,956
671
$2.44M 0.02%
93,666
+30,178
672
$2.43M 0.02%
64,810
-1
673
$2.43M 0.02%
41,800
-17,381
674
$2.4M 0.02%
17,400
+5,930
675
$2.39M 0.02%
78,768
-2,071
25 26
27
28 29