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
1376
$536K ﹤0.01%
4,252
+1,578
1377
$535K ﹤0.01%
18,830
+3,735
1378
$534K ﹤0.01%
28,893
+21,577
1379
$534K ﹤0.01%
15,286
-1,812
1380
$533K ﹤0.01%
18,525
-1,061
1381
$533K ﹤0.01%
30,994
-376
1382
$530K ﹤0.01%
12,189
+8,692
1383
$530K ﹤0.01%
114,496
+39,643
1384
$530K ﹤0.01%
9,277
-16,427
1385
$530K ﹤0.01%
3,571
+2,703
1386
$529K ﹤0.01%
18,460
+9,809
1387
$529K ﹤0.01%
44,103
-10,475
1388
$528K ﹤0.01%
9,596
-827
1389
$527K ﹤0.01%
4,956
+738
1390
$527K ﹤0.01%
+14,417
1391
$526K ﹤0.01%
69,918
-9,986
1392
$526K ﹤0.01%
3,326
+1,812
1393
$526K ﹤0.01%
18,517
+1,322
1394
$524K ﹤0.01%
8,089
-979
1395
$524K ﹤0.01%
51,227
+3,875
1396
$523K ﹤0.01%
77,151
-3,600
1397
$523K ﹤0.01%
5,175
+659
1398
$523K ﹤0.01%
1,749
-156
1399
$521K ﹤0.01%
62,986
+5,881
1400
$520K ﹤0.01%
63,638
+16,784
54 55
56
57 58