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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
2976
$31.8K ﹤0.01%
750
2977
$31.5K ﹤0.01%
1,500
2978
$31.5K ﹤0.01%
25,400
+400
2979
$31.4K ﹤0.01%
1,400
-535
2980
$30.9K ﹤0.01%
810
+6
2981
$30.9K ﹤0.01%
5,713
-11,163
2982
$30.8K ﹤0.01%
2,984
-235
2983
$30.7K ﹤0.01%
545
2984
$30.7K ﹤0.01%
502
2985
$30.4K ﹤0.01%
+725
2986
$30.3K ﹤0.01%
416
2987
$30.3K ﹤0.01%
143
2988
$30.2K ﹤0.01%
+1,183
2989
$30.2K ﹤0.01%
1,746
+43
2990
$30K ﹤0.01%
721
2991
$29.8K ﹤0.01%
833
2992
$29.7K ﹤0.01%
1,809
-60
2993
$29.7K ﹤0.01%
373
+1
2994
$29.6K ﹤0.01%
1,182
+7
2995
$29.4K ﹤0.01%
2,411
-1,500
2996
$29.3K ﹤0.01%
409
+75
2997
$29.3K ﹤0.01%
1,085
2998
$29.3K ﹤0.01%
1,000
-680
2999
$29.1K ﹤0.01%
711
+60
3000
$28.9K ﹤0.01%
2,220
118 119
120
121 122