NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
+9.35%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$6.63B
AUM Growth
+$2.59B
(+64%)
Cap. Flow
+$2.26B
Cap. Flow
% of AUM
34.11%
Top 10 Holdings %
Top 10 Hldgs %
19.43%
Holding
1,724
New
595
Increased
754
Reduced
250
Closed
93
Top Buys
| 1 |
Apple
AAPL
|
$84.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$66.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$60.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$50.9M |
| 5 |
Microsoft
MSFT
|
$49.7M |
Top Sells
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Financials | 6.89% |
| 3 | Consumer Discretionary | 5.8% |
| 4 | Healthcare | 5.5% |
| 5 | Industrials | 4.52% |
