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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
2576
$110K ﹤0.01%
20,442
-18,850
2577
$109K ﹤0.01%
44,083
2578
$108K ﹤0.01%
1,866
-11
2579
$108K ﹤0.01%
3,596
+1,293
2580
$108K ﹤0.01%
6,129
+1,688
2581
$108K ﹤0.01%
+4,628
2582
$107K ﹤0.01%
15,558
-329
2583
$106K ﹤0.01%
+12,220
2584
$106K ﹤0.01%
3,166
-241
2585
$106K ﹤0.01%
663
-33
2586
$106K ﹤0.01%
+12,960
2587
$105K ﹤0.01%
869
2588
$105K ﹤0.01%
12,682
-17,183
2589
$105K ﹤0.01%
817
+519
2590
$104K ﹤0.01%
1,725
2591
$104K ﹤0.01%
374
-22
2592
$104K ﹤0.01%
617
+4
2593
$104K ﹤0.01%
19,426
-201
2594
$103K ﹤0.01%
58,600
-12,100
2595
$103K ﹤0.01%
11,251
-550
2596
$103K ﹤0.01%
2,318
2597
$103K ﹤0.01%
800
+175
2598
$103K ﹤0.01%
962
+50
2599
$102K ﹤0.01%
1,521
2600
$102K ﹤0.01%
1,045
+1,027
102 103
104
105 106