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
1726
$581K ﹤0.01%
11,038
1727
$578K ﹤0.01%
2,825
+88
1728
$577K ﹤0.01%
15,050
+120
1729
$576K ﹤0.01%
87,259
+2,642
1730
$575K ﹤0.01%
5,283
-6,230
1731
$575K ﹤0.01%
+20,612
1732
$573K ﹤0.01%
39,054
+12,953
1733
$573K ﹤0.01%
9,641
+9,104
1734
$571K ﹤0.01%
8,885
+8,767
1735
$571K ﹤0.01%
8,611
+1,235
1736
$571K ﹤0.01%
6,263
+2,817
1737
$571K ﹤0.01%
1,470
+28
1738
$570K ﹤0.01%
24,615
+4,565
1739
$569K ﹤0.01%
16,170
-8,370
1740
$569K ﹤0.01%
2,837
-50
1741
$569K ﹤0.01%
1,624
+613
1742
$565K ﹤0.01%
27,505
-2,627
1743
$564K ﹤0.01%
10,783
+559
1744
$564K ﹤0.01%
10,531
-5,344
1745
$562K ﹤0.01%
16,442
+4,299
1746
$561K ﹤0.01%
+9,025
1747
$561K ﹤0.01%
2,472
1748
$560K ﹤0.01%
5,441
-59
1749
$558K ﹤0.01%
+6,072
1750
$558K ﹤0.01%
23,302
+3,527
68 69
70
71 72