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
901
$2.52M 0.01%
15,087
+3,152
902
$2.52M 0.01%
28,712
+8,727
903
$2.51M 0.01%
12,292
-404
904
$2.51M 0.01%
33,528
+646
905
$2.51M 0.01%
41,090
-49,874
906
$2.5M 0.01%
246,654
+139,521
907
$2.5M 0.01%
34,222
+6,804
908
$2.49M 0.01%
75,104
-16,100
909
$2.48M 0.01%
53,196
-394,825
910
$2.48M 0.01%
61,691
+1,395
911
$2.47M 0.01%
28,610
+19,988
912
$2.47M 0.01%
101,321
+3,184
913
$2.47M 0.01%
51,749
-1,426
914
$2.45M 0.01%
51,433
+2,130
915
$2.45M 0.01%
72,405
-8,005
916
$2.44M 0.01%
38,982
-794
917
$2.44M 0.01%
63,377
+3,882
918
$2.44M 0.01%
266,414
+249,988
919
$2.44M 0.01%
84,433
-54,512
920
$2.44M 0.01%
76,256
+14,364
921
$2.43M 0.01%
5,708
-790
922
$2.43M 0.01%
55,343
-50
923
$2.43M 0.01%
21,615
+19,784
924
$2.42M 0.01%
212,808
+3,086
925
$2.42M 0.01%
2,541
+407
35 36
37
38 39