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
3376
$8.43K ﹤0.01%
631
-50
3377
$8.39K ﹤0.01%
371
+346
3378
$8.36K ﹤0.01%
320
-14
3379
$8.35K ﹤0.01%
50
3380
$8.27K ﹤0.01%
1,334
3381
$8.26K ﹤0.01%
2,700
3382
$8.25K ﹤0.01%
100
3383
$8.25K ﹤0.01%
338
3384
$8.25K ﹤0.01%
88
3385
$8.2K ﹤0.01%
1,396
3386
$8.16K ﹤0.01%
425
3387
$8.15K ﹤0.01%
131
3388
$8.15K ﹤0.01%
1,633
3389
$8.13K ﹤0.01%
100
-763
3390
$8.1K ﹤0.01%
756
+506
3391
$8.09K ﹤0.01%
432
-102
3392
$8.07K ﹤0.01%
150
3393
$8.06K ﹤0.01%
131
-38
3394
$8.04K ﹤0.01%
1
3395
$8.03K ﹤0.01%
243
-167
3396
$8.02K ﹤0.01%
+175
3397
$7.98K ﹤0.01%
590
-166
3398
$7.95K ﹤0.01%
282
+3
3399
$7.83K ﹤0.01%
45
3400
$7.83K ﹤0.01%
370
134 135
136
137 138