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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
2851
$46.1K ﹤0.01%
12,921
2852
$45.9K ﹤0.01%
980
2853
$45.8K ﹤0.01%
12,400
+1,200
2854
$45.6K ﹤0.01%
1,236
+235
2855
$45.5K ﹤0.01%
2,000
2856
$45.1K ﹤0.01%
2,008
-1,085
2857
$44.8K ﹤0.01%
1,300
2858
$44.8K ﹤0.01%
1,218
-2,034
2859
$44.8K ﹤0.01%
1,581
+174
2860
$44.7K ﹤0.01%
1,562
2861
$44.7K ﹤0.01%
20,025
+605
2862
$44.3K ﹤0.01%
843
-1,137
2863
$43.5K ﹤0.01%
10,000
2864
$43.4K ﹤0.01%
240
+35
2865
$43.3K ﹤0.01%
1,735
+27
2866
$43.2K ﹤0.01%
744
2867
$43.1K ﹤0.01%
5,367
+186
2868
$43K ﹤0.01%
554
+33
2869
$42.8K ﹤0.01%
3,238
2870
$42.6K ﹤0.01%
621
+23
2871
$42.5K ﹤0.01%
430
2872
$42.5K ﹤0.01%
+17,257
2873
$42.4K ﹤0.01%
803
+7
2874
$42.3K ﹤0.01%
+1,454
2875
$42.1K ﹤0.01%
597
-7
113 114
115
116 117