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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
2726
$69.2K ﹤0.01%
1,696
2727
$69K ﹤0.01%
4,127
2728
$68.7K ﹤0.01%
881
+2
2729
$68.7K ﹤0.01%
11,600
2730
$68.7K ﹤0.01%
3,763
+1
2731
$68.6K ﹤0.01%
2,425
+5
2732
$68.4K ﹤0.01%
29,352
-16,681
2733
$68K ﹤0.01%
+17,883
2734
$67.7K ﹤0.01%
+18,390
2735
$66.9K ﹤0.01%
1,300
2736
$66.8K ﹤0.01%
3,843
+37
2737
$66.8K ﹤0.01%
12,751
-2,763
2738
$66.6K ﹤0.01%
36,610
+6,524
2739
$66.5K ﹤0.01%
1,300
+225
2740
$66.5K ﹤0.01%
2,336
-598
2741
$66K ﹤0.01%
13,531
+2,470
2742
$66K ﹤0.01%
1,137
+166
2743
$65.9K ﹤0.01%
538
-2
2744
$65.8K ﹤0.01%
+387
2745
$65.7K ﹤0.01%
2,313
-25
2746
$65.5K ﹤0.01%
1,040
2747
$65.4K ﹤0.01%
394
+190
2748
$65.4K ﹤0.01%
5,506
2749
$65.2K ﹤0.01%
4,000
2750
$65.1K ﹤0.01%
1,282
108 109
110
111 112