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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
2876
$41.9K ﹤0.01%
4,714
2877
$41.8K ﹤0.01%
541
-569
2878
$41.8K ﹤0.01%
2,697
-70,095
2879
$41.7K ﹤0.01%
1,190
-85
2880
$41.7K ﹤0.01%
1,200
2881
$41.4K ﹤0.01%
1,872
2882
$41.4K ﹤0.01%
546
-140
2883
$41.1K ﹤0.01%
6,666
2884
$41.1K ﹤0.01%
737
2885
$41K ﹤0.01%
262
-180
2886
$40.8K ﹤0.01%
2,041
+4
2887
$40.5K ﹤0.01%
123
-2
2888
$40.4K ﹤0.01%
+910
2889
$40.3K ﹤0.01%
90
-47
2890
$40.2K ﹤0.01%
240
-38
2891
$40.2K ﹤0.01%
54
-46
2892
$40.1K ﹤0.01%
949
+54
2893
$39.7K ﹤0.01%
2,150
+465
2894
$39.6K ﹤0.01%
6,937
-17
2895
$39.6K ﹤0.01%
940
-52
2896
$39.5K ﹤0.01%
528
2897
$39.5K ﹤0.01%
2,285
2898
$39.1K ﹤0.01%
131
2899
$39K ﹤0.01%
1,275
2900
$38.9K ﹤0.01%
581
+1
114 115
116
117 118