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
2201
$74.5K ﹤0.01%
1,332
-24
2202
$74.2K ﹤0.01%
746
+705
2203
$74.2K ﹤0.01%
24,340
+23,542
2204
$74.2K ﹤0.01%
+1,378
2205
$74K ﹤0.01%
4,117
2206
$73.9K ﹤0.01%
496
-323
2207
$73.8K ﹤0.01%
+10,299
2208
$73.7K ﹤0.01%
1,875
-547
2209
$73.3K ﹤0.01%
1,503
+728
2210
$73.2K ﹤0.01%
3,633
+206
2211
$73.2K ﹤0.01%
3,116
2212
$73.1K ﹤0.01%
+12,008
2213
$73K ﹤0.01%
2,522
-2,412
2214
$72.7K ﹤0.01%
2,661
-1,369
2215
$72.6K ﹤0.01%
1,132
-187
2216
$72.5K ﹤0.01%
1,133
2217
$72.2K ﹤0.01%
2,793
+1,553
2218
$71.3K ﹤0.01%
872
-3,940
2219
$70.9K ﹤0.01%
1,744
2220
$70.6K ﹤0.01%
1,915
-92
2221
$70.5K ﹤0.01%
338
-32
2222
$70.3K ﹤0.01%
5,741
+500
2223
$70.1K ﹤0.01%
14,416
+1,116
2224
$70K ﹤0.01%
2,000
2225
$69.4K ﹤0.01%
2,333
+808
87 88
89
90 91