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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
2951
$33.6K ﹤0.01%
789
-11,377
2952
$33.5K ﹤0.01%
2,263
2953
$33.5K ﹤0.01%
493
2954
$33.3K ﹤0.01%
1,215
+215
2955
$33.3K ﹤0.01%
1,653
+424
2956
$33.2K ﹤0.01%
2,442
-1,048
2957
$33K ﹤0.01%
50
2958
$32.9K ﹤0.01%
14,872
+4,076
2959
$32.7K ﹤0.01%
613
-517
2960
$32.7K ﹤0.01%
315
-1,235
2961
$32.7K ﹤0.01%
1,155
-9
2962
$32.7K ﹤0.01%
1,383
2963
$32.6K ﹤0.01%
11,445
-4,527
2964
$32.5K ﹤0.01%
12,600
-1,600
2965
$32.5K ﹤0.01%
11,769
-2,887
2966
$32.5K ﹤0.01%
575
+215
2967
$32.3K ﹤0.01%
625
-67
2968
$32.2K ﹤0.01%
+2,000
2969
$32.1K ﹤0.01%
630
+4
2970
$32.1K ﹤0.01%
2,333
+59
2971
$32.1K ﹤0.01%
1,411
2972
$32.1K ﹤0.01%
70
2973
$32.1K ﹤0.01%
1,448
-96
2974
$32K ﹤0.01%
203
2975
$31.9K ﹤0.01%
+300
117 118
119
120 121