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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
2651
$84.2K ﹤0.01%
1,332
+176
2652
$83.9K ﹤0.01%
4,741
-117
2653
$83.5K ﹤0.01%
22,375
-4,984
2654
$83.4K ﹤0.01%
1,874
2655
$83.2K ﹤0.01%
29,725
2656
$83.1K ﹤0.01%
+15,677
2657
$82.9K ﹤0.01%
29,824
-7,826
2658
$82.7K ﹤0.01%
+26,418
2659
$82.6K ﹤0.01%
1,040
+500
2660
$82.5K ﹤0.01%
+3,089
2661
$82.4K ﹤0.01%
3,299
+23
2662
$82.4K ﹤0.01%
4,289
2663
$82.2K ﹤0.01%
+14,167
2664
$81.9K ﹤0.01%
2,089
2665
$81.7K ﹤0.01%
575
-30
2666
$81.7K ﹤0.01%
4,824
+1,655
2667
$81.5K ﹤0.01%
10,514
+1
2668
$81.5K ﹤0.01%
1,724
2669
$81.2K ﹤0.01%
14,627
2670
$80.8K ﹤0.01%
390
2671
$80.6K ﹤0.01%
16,834
+1,015
2672
$80.4K ﹤0.01%
10,066
-3,914
2673
$80.4K ﹤0.01%
+24,146
2674
$79.8K ﹤0.01%
17,783
2675
$79.7K ﹤0.01%
27,200
-6,246
105 106
107
108 109