We are live on ! Find out more
NA

NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.5M
3
+$55.2M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.3M

Top Sells

1
+$54.8M
2
+$36.9M
3
+$36M
4
SNY icon
Sanofi
SNY
+$32.2M
5
AAPL icon
Apple
AAPL
+$23.5M

Sector Composition

1 Technology 15.23%
2 Financials 6.81%
3 Consumer Discretionary 4.31%
4 Communication Services 3.48%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
$14.5K ﹤0.01%
653
+8
3227
$14.4K ﹤0.01%
529
+10
3228
$14.4K ﹤0.01%
131
3229
$14.4K ﹤0.01%
601
-3
3230
$14.4K ﹤0.01%
1,319
+26
3231
$14.4K ﹤0.01%
1,600
3232
$14.4K ﹤0.01%
68
+66
3233
$14.4K ﹤0.01%
667
3234
$14.3K ﹤0.01%
10,170
-80
3235
$14.3K ﹤0.01%
150
3236
$14.3K ﹤0.01%
150
-6
3237
$14.2K ﹤0.01%
619
3238
$14.1K ﹤0.01%
400
3239
$13.9K ﹤0.01%
553
+1
3240
$13.9K ﹤0.01%
+471
3241
$13.9K ﹤0.01%
563
3242
$13.9K ﹤0.01%
909
3243
$13.6K ﹤0.01%
342
+1
3244
$13.6K ﹤0.01%
1,508
-8,970
3245
$13.5K ﹤0.01%
538
3246
$13.5K ﹤0.01%
+290
3247
$13.4K ﹤0.01%
105
3248
$13.4K ﹤0.01%
178
+1
3249
$13.3K ﹤0.01%
+500
3250
$13.2K ﹤0.01%
457
128 129
130
131 132