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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
2901
$38.9K ﹤0.01%
16,413
+4,251
2902
$38.9K ﹤0.01%
310
+52
2903
$38.7K ﹤0.01%
1,076
2904
$38.7K ﹤0.01%
1,000
2905
$38.5K ﹤0.01%
1,310
-4
2906
$38.4K ﹤0.01%
1,495
-26
2907
$38.4K ﹤0.01%
651
+7
2908
$38.3K ﹤0.01%
1,255
-291
2909
$38.3K ﹤0.01%
336
+10
2910
$38.3K ﹤0.01%
1,711
+548
2911
$38.2K ﹤0.01%
1,161
+556
2912
$38.2K ﹤0.01%
5,522
+68
2913
$38.1K ﹤0.01%
+331
2914
$37.9K ﹤0.01%
405
-2,605
2915
$37.9K ﹤0.01%
1,236
+1,143
2916
$37.9K ﹤0.01%
+9,840
2917
$37.9K ﹤0.01%
381
2918
$37.7K ﹤0.01%
12,573
2919
$37.6K ﹤0.01%
418
+41
2920
$37.5K ﹤0.01%
772
2921
$37.1K ﹤0.01%
784
+2
2922
$37K ﹤0.01%
1,750
-399
2923
$36.8K ﹤0.01%
135
-25
2924
$36.7K ﹤0.01%
1,283
2925
$36.4K ﹤0.01%
18,000
+5,971
115 116
117
118 119