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
551
$6.13M 0.03%
10,058
+1,193
552
$6.08M 0.03%
50,205
+461
553
$6.07M 0.03%
29,569
+226
554
$6.04M 0.03%
90,575
+48,686
555
$6.04M 0.03%
122,774
+50,759
556
$6.01M 0.03%
124,373
+51,889
557
$6.01M 0.03%
79,620
+30,155
558
$5.98M 0.03%
128,020
+62,203
559
$5.94M 0.03%
43,933
-1,876
560
$5.91M 0.03%
119,443
+4,160
561
$5.89M 0.03%
101,144
+2,046
562
$5.88M 0.03%
145,280
+80,336
563
$5.88M 0.03%
256,257
+33,498
564
$5.86M 0.03%
34,417
+3,445
565
$5.84M 0.03%
21,325
+229
566
$5.84M 0.03%
317,200
+13,178
567
$5.81M 0.03%
220,447
+7,635
568
$5.79M 0.03%
17,155
+3,840
569
$5.76M 0.03%
129,568
+5,257
570
$5.76M 0.03%
46,349
+8,888
571
$5.76M 0.03%
+112,933
572
$5.75M 0.03%
105,921
-3,179
573
$5.73M 0.03%
299,184
+140,502
574
$5.71M 0.03%
152,155
+104,184
575
$5.68M 0.03%
13,464
+961
21 22
23
24 25