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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
3051
$24.5K ﹤0.01%
141
-25
3052
$24.4K ﹤0.01%
246
-2,493
3053
$24.4K ﹤0.01%
603
+29
3054
$24.4K ﹤0.01%
2,009
+9
3055
$24.4K ﹤0.01%
945
3056
$24.4K ﹤0.01%
1,110
-21,131
3057
$24.4K ﹤0.01%
240
+1
3058
$24.3K ﹤0.01%
379
3059
$24.2K ﹤0.01%
10,400
3060
$24.1K ﹤0.01%
700
-323
3061
$24.1K ﹤0.01%
299
3062
$24.1K ﹤0.01%
796
3063
$24.1K ﹤0.01%
16,476
+16,137
3064
$24K ﹤0.01%
1,025
3065
$24K ﹤0.01%
848
3066
$23.9K ﹤0.01%
1,708
3067
$23.8K ﹤0.01%
+981
3068
$23.7K ﹤0.01%
818
3069
$23.6K ﹤0.01%
795
3070
$23.3K ﹤0.01%
1,526
3071
$23.3K ﹤0.01%
237
+1
3072
$23.3K ﹤0.01%
1,134
+254
3073
$23.3K ﹤0.01%
500
3074
$23.2K ﹤0.01%
+3,359
3075
$23.2K ﹤0.01%
622
+50
121 122
123
124 125