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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
2776
$59.6K ﹤0.01%
+3,027
2777
$59.5K ﹤0.01%
2,600
2778
$59.4K ﹤0.01%
3,000
-5
2779
$59.4K ﹤0.01%
2,662
+61
2780
$59K ﹤0.01%
1,500
2781
$58.7K ﹤0.01%
1,100
-43,304
2782
$58.4K ﹤0.01%
+25,494
2783
$58.3K ﹤0.01%
2,995
-5,100
2784
$58.1K ﹤0.01%
2,323
+721
2785
$57.6K ﹤0.01%
927
+790
2786
$57.5K ﹤0.01%
5,421
+63
2787
$57.4K ﹤0.01%
745
2788
$57K ﹤0.01%
11,682
+11,205
2789
$56.5K ﹤0.01%
2,025
+97
2790
$56.4K ﹤0.01%
2,210
+26
2791
$55.8K ﹤0.01%
19,170
-28,467
2792
$55.5K ﹤0.01%
35,366
+3,311
2793
$55.1K ﹤0.01%
1,050
-1,846
2794
$55.1K ﹤0.01%
4,000
2795
$54.8K ﹤0.01%
14,430
+500
2796
$54.8K ﹤0.01%
2,302
-1,465
2797
$54.7K ﹤0.01%
650
2798
$54.6K ﹤0.01%
2,600
2799
$54.5K ﹤0.01%
1,626
+1
2800
$54.4K ﹤0.01%
649
110 111
112
113 114