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
2251
$66.3K ﹤0.01%
2,164
2252
$66.2K ﹤0.01%
328
-1
2253
$66.1K ﹤0.01%
1,121
-181
2254
$66.1K ﹤0.01%
301
+268
2255
$66.1K ﹤0.01%
16,731
-20,204
2256
$65.9K ﹤0.01%
2,875
2257
$65.3K ﹤0.01%
998
2258
$65.2K ﹤0.01%
2,764
-381
2259
$64.9K ﹤0.01%
17,741
+418
2260
$64.9K ﹤0.01%
2,105
-4,797
2261
$64.4K ﹤0.01%
2,898
+2,279
2262
$64.4K ﹤0.01%
4,770
+225
2263
$64.2K ﹤0.01%
815
-112
2264
$64K ﹤0.01%
2,574
+1,185
2265
$63.7K ﹤0.01%
1,044
2266
$63.7K ﹤0.01%
3,010
-705
2267
$63.5K ﹤0.01%
949
2268
$63.5K ﹤0.01%
1,357
2269
$63.3K ﹤0.01%
6,900
+94
2270
$62.9K ﹤0.01%
1,290
+655
2271
$62.8K ﹤0.01%
3,843
2272
$62.5K ﹤0.01%
8,165
+1,700
2273
$62.3K ﹤0.01%
2,790
+8
2274
$62.3K ﹤0.01%
2,598
-1,196
2275
$62.1K ﹤0.01%
1,308
+8
89 90
91
92 93