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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
3001
$28.8K ﹤0.01%
4,750
3002
$28.8K ﹤0.01%
+1,168
3003
$28.6K ﹤0.01%
10,022
3004
$28.5K ﹤0.01%
600
3005
$28.3K ﹤0.01%
5,495
+37
3006
$28.2K ﹤0.01%
112
3007
$28.1K ﹤0.01%
268
+2
3008
$28K ﹤0.01%
+564
3009
$27.9K ﹤0.01%
+5,000
3010
$27.9K ﹤0.01%
320
3011
$27.7K ﹤0.01%
927
3012
$27.5K ﹤0.01%
415
+66
3013
$27.5K ﹤0.01%
550
-1,400
3014
$27.5K ﹤0.01%
1,267
3015
$27.4K ﹤0.01%
2,770
+1,085
3016
$27.4K ﹤0.01%
548
3017
$27.3K ﹤0.01%
983
3018
$27.1K ﹤0.01%
598
-250
3019
$27K ﹤0.01%
+872
3020
$27K ﹤0.01%
16,364
3021
$27K ﹤0.01%
2,000
3022
$26.8K ﹤0.01%
3,602
3023
$26.8K ﹤0.01%
2,217
+200
3024
$26.6K ﹤0.01%
3,455
-446
3025
$26.5K ﹤0.01%
1,000
119 120
121
122 123