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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
2551
$118K ﹤0.01%
5,602
+366
2552
$117K ﹤0.01%
+44,920
2553
$116K ﹤0.01%
990
2554
$116K ﹤0.01%
2,955
-943
2555
$116K ﹤0.01%
+20,000
2556
$115K ﹤0.01%
15,141
-436
2557
$115K ﹤0.01%
18,961
+3,222
2558
$115K ﹤0.01%
93
2559
$115K ﹤0.01%
644
-23
2560
$115K ﹤0.01%
1,138
-3
2561
$114K ﹤0.01%
+4,035
2562
$114K ﹤0.01%
45,385
-3,523
2563
$114K ﹤0.01%
6,600
+4,260
2564
$114K ﹤0.01%
24,350
+24,157
2565
$114K ﹤0.01%
1,894
2566
$113K ﹤0.01%
10,000
+1,000
2567
$112K ﹤0.01%
1,133
2568
$112K ﹤0.01%
1,031
-92
2569
$112K ﹤0.01%
882
+318
2570
$112K ﹤0.01%
11,677
-5,829
2571
$111K ﹤0.01%
14,248
-220
2572
$111K ﹤0.01%
1,350
-50
2573
$110K ﹤0.01%
1,662
2574
$110K ﹤0.01%
4,359
+801
2575
$110K ﹤0.01%
1,453
+230
101 102
103
104 105