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
876
$2.65M 0.01%
113,000
+30,750
877
$2.63M 0.01%
20,912
-6,960
878
$2.63M 0.01%
52,078
+16,911
879
$2.63M 0.01%
53,878
-3,898
880
$2.63M 0.01%
24,852
+12,553
881
$2.62M 0.01%
9,123
+1,419
882
$2.62M 0.01%
20,780
+150
883
$2.61M 0.01%
12,218
+535
884
$2.6M 0.01%
2,728
+256
885
$2.6M 0.01%
115,120
-98
886
$2.6M 0.01%
172,513
-1,060
887
$2.59M 0.01%
80,476
-6,712
888
$2.59M 0.01%
21,012
+11,489
889
$2.58M 0.01%
69,427
+20,379
890
$2.57M 0.01%
51,204
-9,095
891
$2.56M 0.01%
66,036
+7,319
892
$2.56M 0.01%
93,814
-13,595
893
$2.56M 0.01%
22,891
+6,255
894
$2.55M 0.01%
93,032
+28,948
895
$2.55M 0.01%
56,898
+18,837
896
$2.55M 0.01%
44,499
+13,797
897
$2.55M 0.01%
60,927
+3,771
898
$2.54M 0.01%
129,220
-27,415
899
$2.53M 0.01%
34,859
-1,694
900
$2.52M 0.01%
13,212
+87
34 35
36
37 38