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
1151
$1.54M 0.01%
61,373
-99,011
1152
$1.53M 0.01%
61,961
+61,606
1153
$1.53M 0.01%
175,622
+8,592
1154
$1.53M 0.01%
6,087
+1,181
1155
$1.53M 0.01%
10,035
-546
1156
$1.53M 0.01%
64,331
+18,445
1157
$1.52M 0.01%
28,224
+532
1158
$1.52M 0.01%
36,177
+36,077
1159
$1.51M 0.01%
12,126
+389
1160
$1.51M 0.01%
59,094
+3,566
1161
$1.51M 0.01%
27,246
+7,287
1162
$1.5M 0.01%
14,577
-623
1163
$1.5M 0.01%
28,210
+1,989
1164
$1.49M 0.01%
10,796
-342
1165
$1.49M 0.01%
14,288
+2,751
1166
$1.49M 0.01%
11,277
-24,446
1167
$1.49M 0.01%
15,946
-11
1168
$1.49M 0.01%
13,143
-641
1169
$1.48M 0.01%
6,057
-187
1170
$1.48M 0.01%
5,158
-759
1171
$1.47M 0.01%
56,481
+5,259
1172
$1.47M 0.01%
19,976
+5,373
1173
$1.47M 0.01%
53,711
-3,974
1174
$1.46M 0.01%
42,658
+7,377
1175
$1.46M 0.01%
10,605
-1,562
45 46
47
48 49