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
76
$38.6M 0.28%
590,009
+52,768
77
$38M 0.28%
1,514,080
+188,832
78
$37.5M 0.27%
1,464,239
+1,177,009
79
$37.2M 0.27%
211,059
+25,217
80
$37.2M 0.27%
1,658,283
+295,917
81
$37M 0.27%
1,489,769
-57,650
82
$36.7M 0.27%
1,530,228
+27,169
83
$36.6M 0.27%
167,801
+18,571
84
$36.6M 0.27%
936,638
+193,841
85
$35.9M 0.26%
656,385
-7,711
86
$35M 0.25%
212,291
+19,249
87
$34.9M 0.25%
683,157
+126,200
88
$34.8M 0.25%
238,679
+60,583
89
$34.2M 0.25%
1,507,574
-53,445
90
$34.1M 0.25%
1,313,910
+136,164
91
$33.7M 0.25%
113,311
-352
92
$33.2M 0.24%
620,560
+301,939
93
$33.1M 0.24%
279,472
+78,375
94
$32.9M 0.24%
153,293
+5,223
95
$32.6M 0.24%
293,962
+38,849
96
$32.5M 0.24%
160,217
+3,148
97
$31.8M 0.23%
967,138
+237,601
98
$30.2M 0.22%
186,109
+18,646
99
$29.9M 0.22%
117,268
-58,472
100
$29.9M 0.22%
518,643
+3,452
2 3
4
5 6