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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
2801
$54.3K ﹤0.01%
1,620
-8,000
2802
$54.2K ﹤0.01%
2,199
-115
2803
$54.2K ﹤0.01%
880
2804
$53.9K ﹤0.01%
1,918
-398
2805
$53.7K ﹤0.01%
10,575
2806
$53.3K ﹤0.01%
17,884
-9,086
2807
$53.1K ﹤0.01%
16,000
+1,000
2808
$53K ﹤0.01%
17,653
+17,603
2809
$52.9K ﹤0.01%
3,051
+599
2810
$52.4K ﹤0.01%
2,271
2811
$52.2K ﹤0.01%
2,120
2812
$52.2K ﹤0.01%
999
+195
2813
$52K ﹤0.01%
133
2814
$51.9K ﹤0.01%
1,491
+4
2815
$51.8K ﹤0.01%
+2,263
2816
$51.5K ﹤0.01%
5,425
-423
2817
$51.4K ﹤0.01%
399
2818
$51.3K ﹤0.01%
1,040
+425
2819
$51.1K ﹤0.01%
1,273
2820
$51.1K ﹤0.01%
561
2821
$50.2K ﹤0.01%
+750
2822
$50.2K ﹤0.01%
430
+371
2823
$50.1K ﹤0.01%
2,144
+30
2824
$50.1K ﹤0.01%
2,353
-450
2825
$50K ﹤0.01%
1,579
-619
111 112
113
114 115