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
776
$3.4M 0.02%
67,179
-27,664
777
$3.39M 0.02%
16,371
+1,505
778
$3.37M 0.02%
26,121
+2,859
779
$3.36M 0.02%
24,978
+16,248
780
$3.35M 0.02%
173,876
-1,301
781
$3.34M 0.02%
117,837
+30,676
782
$3.33M 0.02%
18,812
+815
783
$3.32M 0.02%
35,485
+1,251
784
$3.32M 0.02%
13,237
+13,193
785
$3.31M 0.02%
37,420
+386
786
$3.31M 0.02%
60,789
-221
787
$3.26M 0.01%
56,313
+764
788
$3.26M 0.01%
16,073
+14,303
789
$3.25M 0.01%
91,657
+7,124
790
$3.24M 0.01%
27,916
+23,686
791
$3.23M 0.01%
216,645
-24,145
792
$3.23M 0.01%
71,801
+20,479
793
$3.22M 0.01%
24,461
-18,780
794
$3.21M 0.01%
13,626
-2,866
795
$3.21M 0.01%
251,360
-37,554
796
$3.18M 0.01%
65,397
-217
797
$3.16M 0.01%
140,502
+8,331
798
$3.16M 0.01%
163,804
+6,653
799
$3.16M 0.01%
66,776
+7,917
800
$3.15M 0.01%
46,008
+10,125
30 31
32
33 34