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
1176
$1.46M 0.01%
81,952
+20,713
1177
$1.46M 0.01%
123,667
+1,105
1178
$1.45M 0.01%
12,243
-658
1179
$1.45M 0.01%
10,549
+7,141
1180
$1.45M 0.01%
8,766
+378
1181
$1.45M 0.01%
117,033
+36,396
1182
$1.45M 0.01%
19,072
+4,557
1183
$1.45M 0.01%
19,002
+1,164
1184
$1.45M 0.01%
14,474
+1,880
1185
$1.45M 0.01%
65,455
+4,068
1186
$1.44M 0.01%
7,239
+28
1187
$1.44M 0.01%
46,497
+15,926
1188
$1.44M 0.01%
67,828
+215
1189
$1.44M 0.01%
5,339
+430
1190
$1.44M 0.01%
31,882
-61
1191
$1.44M 0.01%
11,784
+2,900
1192
$1.44M 0.01%
45,851
+1,275
1193
$1.44M 0.01%
5,831
-169
1194
$1.44M 0.01%
+111,171
1195
$1.43M 0.01%
8,189
+777
1196
$1.43M 0.01%
55,842
+14,827
1197
$1.43M 0.01%
13,983
+815
1198
$1.42M 0.01%
27,308
-994
1199
$1.42M 0.01%
168,207
+25,516
1200
$1.42M 0.01%
35,582
+6,549
46 47
48
49 50