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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
2626
$92.4K ﹤0.01%
12,126
-1,021
2627
$91.3K ﹤0.01%
32,500
+13,500
2628
$91K ﹤0.01%
983
-338
2629
$90.8K ﹤0.01%
2,044
+294
2630
$90.7K ﹤0.01%
+10,300
2631
$90.4K ﹤0.01%
36,162
+20,950
2632
$90.3K ﹤0.01%
12,667
+825
2633
$90.2K ﹤0.01%
11,672
-145
2634
$90.1K ﹤0.01%
+16,097
2635
$90.1K ﹤0.01%
11,956
2636
$89.8K ﹤0.01%
15,100
2637
$89.7K ﹤0.01%
822
2638
$88.8K ﹤0.01%
1,353
-593
2639
$88.7K ﹤0.01%
475
2640
$88.3K ﹤0.01%
2,016
+21
2641
$88K ﹤0.01%
812
+224
2642
$87.9K ﹤0.01%
1,212
2643
$87.8K ﹤0.01%
1,215
-160
2644
$87.2K ﹤0.01%
7,500
2645
$87K ﹤0.01%
1,392
-2
2646
$87K ﹤0.01%
3,608
-7
2647
$86.6K ﹤0.01%
429
2648
$85K ﹤0.01%
11,102
+15
2649
$84.3K ﹤0.01%
14,242
-1,894
2650
$84.3K ﹤0.01%
1,902
-97
104 105
106
107 108