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
1801
$503K ﹤0.01%
+10,515
1802
$503K ﹤0.01%
3,227
1803
$503K ﹤0.01%
101,000
1804
$503K ﹤0.01%
18,620
-231
1805
$503K ﹤0.01%
10,375
+1,234
1806
$501K ﹤0.01%
11,641
-3,752
1807
$501K ﹤0.01%
66,453
-1,183
1808
$500K ﹤0.01%
7,899
-211
1809
$500K ﹤0.01%
6,297
+240
1810
$500K ﹤0.01%
22,243
+591
1811
$499K ﹤0.01%
11,148
-4,109
1812
$499K ﹤0.01%
25,904
+7,327
1813
$499K ﹤0.01%
3,099
-3,822
1814
$498K ﹤0.01%
+7,893
1815
$497K ﹤0.01%
50,815
+23,755
1816
$497K ﹤0.01%
2,494
-245
1817
$497K ﹤0.01%
21,511
-3,537
1818
$496K ﹤0.01%
9,831
+3,067
1819
$496K ﹤0.01%
12,073
+2
1820
$496K ﹤0.01%
43,800
-1,200
1821
$496K ﹤0.01%
14,666
-15,529
1822
$495K ﹤0.01%
11,067
-942
1823
$495K ﹤0.01%
5,951
+4,752
1824
$492K ﹤0.01%
45,348
-41,944
1825
$492K ﹤0.01%
2,402
+550
71 72
73
74 75