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
3451
$6.45K ﹤0.01%
245
3452
$6.44K ﹤0.01%
1,267
+30
3453
$6.43K ﹤0.01%
332
-86
3454
$6.41K ﹤0.01%
2,850
3455
$6.4K ﹤0.01%
107
+1
3456
$6.39K ﹤0.01%
39
3457
$6.39K ﹤0.01%
200
3458
$6.37K ﹤0.01%
99
3459
$6.35K ﹤0.01%
234
3460
$6.34K ﹤0.01%
790
-266
3461
$6.31K ﹤0.01%
900
3462
$6.29K ﹤0.01%
52
-1,556
3463
$6.28K ﹤0.01%
305
+20
3464
$6.22K ﹤0.01%
181
-40
3465
$6.19K ﹤0.01%
1,678
-479
3466
$6.18K ﹤0.01%
85
3467
$6.18K ﹤0.01%
+226
3468
$6.16K ﹤0.01%
140
3469
$6.15K ﹤0.01%
98
3470
$6.15K ﹤0.01%
1,388
3471
$6.07K ﹤0.01%
+90
3472
$6.06K ﹤0.01%
209
-500
3473
$6.06K ﹤0.01%
34
3474
$6.05K ﹤0.01%
200
3475
$5.97K ﹤0.01%
1,100
137 138
139
140 141