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
2126
$324K ﹤0.01%
5,830
+101
2127
$322K ﹤0.01%
+5,598
2128
$322K ﹤0.01%
14,973
-122
2129
$321K ﹤0.01%
19,028
+1,825
2130
$321K ﹤0.01%
+13,385
2131
$320K ﹤0.01%
+11,074
2132
$320K ﹤0.01%
4,873
2133
$320K ﹤0.01%
5,072
-6,868
2134
$320K ﹤0.01%
3,762
-61
2135
$318K ﹤0.01%
1,310
+67
2136
$317K ﹤0.01%
6,048
-633
2137
$317K ﹤0.01%
101,451
+26,697
2138
$315K ﹤0.01%
4,822
+4,626
2139
$315K ﹤0.01%
20,400
-400
2140
$315K ﹤0.01%
+4,109
2141
$314K ﹤0.01%
8,687
+1,094
2142
$314K ﹤0.01%
5,973
-335
2143
$313K ﹤0.01%
3,464
+2,148
2144
$313K ﹤0.01%
6,675
-25
2145
$312K ﹤0.01%
11,075
2146
$312K ﹤0.01%
27,795
+16,795
2147
$312K ﹤0.01%
4,123
+726
2148
$310K ﹤0.01%
+1,626
2149
$310K ﹤0.01%
5,222
-498
2150
$310K ﹤0.01%
18,630
-4,000
84 85
86
87 88