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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
3026
$26.5K ﹤0.01%
490
3027
$26.5K ﹤0.01%
885
-109
3028
$26.4K ﹤0.01%
455
+55
3029
$26.3K ﹤0.01%
388
3030
$26.3K ﹤0.01%
5,309
-111,653
3031
$26.2K ﹤0.01%
+506
3032
$26.1K ﹤0.01%
555
+2
3033
$26K ﹤0.01%
417
3034
$25.9K ﹤0.01%
532
+1
3035
$25.8K ﹤0.01%
92
-2
3036
$25.7K ﹤0.01%
86
3037
$25.7K ﹤0.01%
1,969
3038
$25.6K ﹤0.01%
518
3039
$25.6K ﹤0.01%
12,200
3040
$25.3K ﹤0.01%
3,250
3041
$25.2K ﹤0.01%
390
3042
$25.2K ﹤0.01%
928
3043
$25.2K ﹤0.01%
315
-21
3044
$25.2K ﹤0.01%
102
+100
3045
$25.2K ﹤0.01%
345
3046
$25.2K ﹤0.01%
470
3047
$25.1K ﹤0.01%
832
3048
$25.1K ﹤0.01%
665
-82
3049
$24.9K ﹤0.01%
2,766
-35,517
3050
$24.7K ﹤0.01%
3,200
-75,950
120 121
122
123 124