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
151
$18.9M 0.14%
464,249
-1,627
152
$18.7M 0.14%
263,919
+17,401
153
$18.6M 0.14%
273,418
+8,668
154
$18.6M 0.14%
107,524
+25,401
155
$18.6M 0.14%
522,349
+98,821
156
$18.5M 0.14%
311,079
+13,539
157
$18.4M 0.13%
715,953
+367,981
158
$18.2M 0.13%
70,879
-464
159
$18.1M 0.13%
342,447
+9,453
160
$18M 0.13%
375,554
+262,884
161
$17.8M 0.13%
170,850
+8,620
162
$17.8M 0.13%
296,294
+20,605
163
$17.7M 0.13%
350,917
-18,689
164
$17.7M 0.13%
101,873
+7,704
165
$17.6M 0.13%
323,749
+18,936
166
$17.5M 0.13%
389,094
+259,711
167
$17.5M 0.13%
68,500
+43
168
$17.4M 0.13%
227,226
+57,114
169
$17.4M 0.13%
691,302
-2,474
170
$17.2M 0.13%
98,818
+16,626
171
$16.8M 0.12%
99,216
+18,892
172
$16.8M 0.12%
167,369
+96,105
173
$16.7M 0.12%
262,626
-16,214
174
$16.6M 0.12%
520,239
+9,837
175
$16.6M 0.12%
317,381
+141,013
5 6
7
8 9