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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
2676
$79.7K ﹤0.01%
+42,161
2677
$79.5K ﹤0.01%
959
2678
$79.5K ﹤0.01%
2,000
+500
2679
$79.3K ﹤0.01%
4,000
-25
2680
$79K ﹤0.01%
+834
2681
$78.6K ﹤0.01%
3,386
+6
2682
$78.6K ﹤0.01%
2,257
+907
2683
$78.5K ﹤0.01%
5,070
-740
2684
$78.5K ﹤0.01%
12,554
+7
2685
$78.3K ﹤0.01%
3,605
+2,105
2686
$78.2K ﹤0.01%
494
+1
2687
$77.9K ﹤0.01%
588
+2
2688
$77.5K ﹤0.01%
1,615
-89
2689
$77.3K ﹤0.01%
15,631
-5,873
2690
$77.1K ﹤0.01%
5,132
2691
$77.1K ﹤0.01%
10,222
+69
2692
$76.9K ﹤0.01%
455
+1
2693
$76.5K ﹤0.01%
4,117
2694
$76.5K ﹤0.01%
656
2695
$76.2K ﹤0.01%
900
2696
$75.8K ﹤0.01%
680
-304
2697
$75.5K ﹤0.01%
2,239
+81
2698
$75.5K ﹤0.01%
5,000
2699
$75.4K ﹤0.01%
26,007
+18,122
2700
$75.4K ﹤0.01%
11,254
+11,192
106 107
108
109 110