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
1751
$554K ﹤0.01%
1,609
+12
1752
$553K ﹤0.01%
11,892
+2,588
1753
$552K ﹤0.01%
12,162
+11,233
1754
$552K ﹤0.01%
47,121
-3,600
1755
$552K ﹤0.01%
37,740
+10,761
1756
$550K ﹤0.01%
15,372
1757
$550K ﹤0.01%
5,117
+4,843
1758
$548K ﹤0.01%
7,318
+381
1759
$546K ﹤0.01%
12,146
+9,849
1760
$546K ﹤0.01%
25,087
-1,000
1761
$545K ﹤0.01%
7,911
+136
1762
$544K ﹤0.01%
5,517
+5,425
1763
$544K ﹤0.01%
5,009
-254
1764
$541K ﹤0.01%
48,188
+300
1765
$539K ﹤0.01%
+9,395
1766
$536K ﹤0.01%
25,375
-3,175
1767
$535K ﹤0.01%
33,446
-1,943
1768
$535K ﹤0.01%
8,436
+592
1769
$534K ﹤0.01%
1,106
-6,372
1770
$533K ﹤0.01%
6,392
+2,660
1771
$533K ﹤0.01%
85,900
-1,300
1772
$528K ﹤0.01%
24,155
+274
1773
$527K ﹤0.01%
+7,833
1774
$526K ﹤0.01%
5,504
1775
$526K ﹤0.01%
11,062
-1,821
69 70
71
72 73