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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
2751
$64.8K ﹤0.01%
2,350
+850
2752
$64.5K ﹤0.01%
1,899
2753
$64.4K ﹤0.01%
1,141
+80
2754
$64.3K ﹤0.01%
13,078
2755
$64.3K ﹤0.01%
902
+704
2756
$64.2K ﹤0.01%
4,528
-2,106
2757
$64.2K ﹤0.01%
+1,046
2758
$64.1K ﹤0.01%
+13,755
2759
$63.9K ﹤0.01%
4,630
+119
2760
$63.6K ﹤0.01%
1,286
+1
2761
$63K ﹤0.01%
2,946
+393
2762
$61.9K ﹤0.01%
2,029
2763
$61.9K ﹤0.01%
594
-8,011
2764
$61.7K ﹤0.01%
+12,242
2765
$61.7K ﹤0.01%
920
+865
2766
$61.7K ﹤0.01%
883
+342
2767
$61.1K ﹤0.01%
1,081
2768
$61.1K ﹤0.01%
855
+790
2769
$61K ﹤0.01%
2,500
2770
$60.9K ﹤0.01%
750
-250
2771
$60.8K ﹤0.01%
3,107
-15,272
2772
$60.8K ﹤0.01%
49,000
2773
$60.5K ﹤0.01%
1,347
-28
2774
$59.8K ﹤0.01%
575
-5,096
2775
$59.8K ﹤0.01%
1,418
-500
109 110
111
112 113