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
1776
$525K ﹤0.01%
7,774
+1,631
1777
$522K ﹤0.01%
96,929
+19,747
1778
$521K ﹤0.01%
6,166
-1,459
1779
$520K ﹤0.01%
6,296
+163
1780
$520K ﹤0.01%
5,578
+2,999
1781
$519K ﹤0.01%
1,340
+5
1782
$519K ﹤0.01%
1,849
+1,517
1783
$518K ﹤0.01%
38,345
-1,598
1784
$517K ﹤0.01%
16,800
+2,312
1785
$512K ﹤0.01%
80,700
-1,400
1786
$512K ﹤0.01%
22,162
+2,617
1787
$512K ﹤0.01%
7,814
+6,323
1788
$511K ﹤0.01%
4,217
+2,198
1789
$511K ﹤0.01%
20,070
1790
$510K ﹤0.01%
2,658
-92
1791
$510K ﹤0.01%
10,067
-1,817
1792
$509K ﹤0.01%
7,593
+6,982
1793
$508K ﹤0.01%
6,933
+6,811
1794
$508K ﹤0.01%
35,118
+12,113
1795
$507K ﹤0.01%
11,921
+4,942
1796
$506K ﹤0.01%
9,675
+370
1797
$506K ﹤0.01%
13,594
-591
1798
$506K ﹤0.01%
54,739
-329
1799
$505K ﹤0.01%
52,754
-10,824
1800
$505K ﹤0.01%
17,253
-500
70 71
72
73 74