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
1851
$476K ﹤0.01%
5,726
-911
1852
$474K ﹤0.01%
+4,726
1853
$474K ﹤0.01%
9,489
-140
1854
$473K ﹤0.01%
8,378
+1,198
1855
$472K ﹤0.01%
26,699
+21,847
1856
$472K ﹤0.01%
8,779
-533
1857
$472K ﹤0.01%
16,996
-6,433
1858
$472K ﹤0.01%
11,298
-358
1859
$471K ﹤0.01%
+19,015
1860
$470K ﹤0.01%
9,602
-1,747
1861
$469K ﹤0.01%
10,346
-111
1862
$468K ﹤0.01%
10,858
+4,909
1863
$467K ﹤0.01%
11,149
+10,744
1864
$466K ﹤0.01%
2,928
+2,796
1865
$465K ﹤0.01%
6,790
+846
1866
$464K ﹤0.01%
17,750
1867
$463K ﹤0.01%
11,398
+376
1868
$463K ﹤0.01%
7,191
-7,281
1869
$463K ﹤0.01%
12,685
-577
1870
$463K ﹤0.01%
12,774
-7,662
1871
$462K ﹤0.01%
18,062
+50
1872
$462K ﹤0.01%
8,959
-20
1873
$461K ﹤0.01%
1,870
-933
1874
$460K ﹤0.01%
2,749
+73
1875
$460K ﹤0.01%
10,513
-40
73 74
75
76 77