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
1076
$1.79M 0.01%
45,135
-96,054
1077
$1.78M 0.01%
88,103
-3,010
1078
$1.78M 0.01%
26,463
+5,499
1079
$1.78M 0.01%
109,810
+12,329
1080
$1.78M 0.01%
198,815
+4,100
1081
$1.78M 0.01%
31,184
-85,274
1082
$1.78M 0.01%
91,756
+91,606
1083
$1.77M 0.01%
38,244
+690
1084
$1.77M 0.01%
75,746
+13,091
1085
$1.77M 0.01%
118,171
+10,419
1086
$1.77M 0.01%
16,823
-897
1087
$1.75M 0.01%
23,909
-1,461
1088
$1.75M 0.01%
22,778
-189
1089
$1.74M 0.01%
194,196
+194,104
1090
$1.74M 0.01%
35,994
-2,561
1091
$1.74M 0.01%
59,151
+39,583
1092
$1.73M 0.01%
12,326
+1,603
1093
$1.73M 0.01%
59,951
-18,083
1094
$1.73M 0.01%
56,207
+3,498
1095
$1.72M 0.01%
7,721
-62
1096
$1.72M 0.01%
38,507
-485
1097
$1.71M 0.01%
2,680
+28
1098
$1.7M 0.01%
17,419
+4,550
1099
$1.7M 0.01%
33,569
+943
1100
$1.7M 0.01%
65,177
-7,481
42 43
44
45 46