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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
2826
$49.9K ﹤0.01%
1,756
+193
2827
$49.5K ﹤0.01%
1,923
2828
$49.3K ﹤0.01%
159
-23
2829
$49K ﹤0.01%
573
+221
2830
$49K ﹤0.01%
600
2831
$48.7K ﹤0.01%
619
-2,426
2832
$48.5K ﹤0.01%
1,409
-79
2833
$48.3K ﹤0.01%
+500
2834
$48.3K ﹤0.01%
3,774
-15,246
2835
$48.3K ﹤0.01%
2,758
+2
2836
$48.2K ﹤0.01%
814
-85
2837
$48.1K ﹤0.01%
2,778
+810
2838
$47.9K ﹤0.01%
1,426
-48
2839
$47.8K ﹤0.01%
568
-20
2840
$47.7K ﹤0.01%
839
-11
2841
$47.5K ﹤0.01%
1,621
+9
2842
$47.1K ﹤0.01%
1,330
+116
2843
$47.1K ﹤0.01%
328
-137
2844
$47K ﹤0.01%
52,521
2845
$46.9K ﹤0.01%
1,000
+760
2846
$46.8K ﹤0.01%
4,622
-9
2847
$46.7K ﹤0.01%
2,947
-317
2848
$46.3K ﹤0.01%
918
-3,622
2849
$46.2K ﹤0.01%
5,687
+144
2850
$46.2K ﹤0.01%
2,643
112 113
114
115 116