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
1676
$323K ﹤0.01%
21,168
+1,714
1677
$322K ﹤0.01%
2,969
-989
1678
$322K ﹤0.01%
+3,251
1679
$321K ﹤0.01%
1,329
+46
1680
$320K ﹤0.01%
3,382
-4,018
1681
$319K ﹤0.01%
26,424
+12,142
1682
$319K ﹤0.01%
3,411
-1,156
1683
$319K ﹤0.01%
1,072
-1,685
1684
$319K ﹤0.01%
8,274
-750
1685
$318K ﹤0.01%
20,861
+3,855
1686
$318K ﹤0.01%
57,979
+14,569
1687
$318K ﹤0.01%
1,420
+268
1688
$317K ﹤0.01%
5,070
-2,034
1689
$316K ﹤0.01%
9,756
+7,240
1690
$316K ﹤0.01%
29,188
+14,207
1691
$315K ﹤0.01%
1,783
+1,368
1692
$314K ﹤0.01%
6,746
+1,876
1693
$314K ﹤0.01%
25,839
+25,822
1694
$314K ﹤0.01%
30,323
+12,920
1695
$313K ﹤0.01%
24,279
+3,348
1696
$313K ﹤0.01%
+7,545
1697
$312K ﹤0.01%
10,556
+7,697
1698
$311K ﹤0.01%
25,290
+24,650
1699
$310K ﹤0.01%
56,702
+6,114
1700
$307K ﹤0.01%
15,201
+793
66 67
68
69 70