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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
2476
$155K ﹤0.01%
5,285
2477
$154K ﹤0.01%
2,929
-721
2478
$153K ﹤0.01%
47,736
2479
$152K ﹤0.01%
4,975
-50
2480
$152K ﹤0.01%
13,694
+460
2481
$151K ﹤0.01%
7,004
+1,072
2482
$150K ﹤0.01%
+13,126
2483
$150K ﹤0.01%
+42,925
2484
$149K ﹤0.01%
16,389
-24,419
2485
$149K ﹤0.01%
284
-65
2486
$148K ﹤0.01%
13,481
-500
2487
$147K ﹤0.01%
1,655
-42
2488
$146K ﹤0.01%
10,213
+156
2489
$145K ﹤0.01%
3,411
2490
$144K ﹤0.01%
2,527
-100
2491
$143K ﹤0.01%
+23,527
2492
$143K ﹤0.01%
+10,000
2493
$140K ﹤0.01%
2,499
2494
$139K ﹤0.01%
12,401
-850
2495
$139K ﹤0.01%
27,476
+3,461
2496
$139K ﹤0.01%
2,611
2497
$138K ﹤0.01%
2,566
+1,290
2498
$138K ﹤0.01%
+979
2499
$137K ﹤0.01%
4,937
-318
2500
$136K ﹤0.01%
1,228
-610
98 99
100
101 102