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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
3076
$23K ﹤0.01%
404
-1,871
3077
$23K ﹤0.01%
189
-16
3078
$23K ﹤0.01%
+2,400
3079
$22.8K ﹤0.01%
382
+2
3080
$22.8K ﹤0.01%
7,102
-525
3081
$22.7K ﹤0.01%
115
3082
$22.6K ﹤0.01%
200
3083
$22.6K ﹤0.01%
1,062
-72
3084
$22.6K ﹤0.01%
440
3085
$22.5K ﹤0.01%
675
3086
$22.5K ﹤0.01%
1,180
+530
3087
$22.4K ﹤0.01%
150
3088
$22.2K ﹤0.01%
14,029
+29
3089
$22.1K ﹤0.01%
1,347
3090
$22K ﹤0.01%
+871
3091
$21.9K ﹤0.01%
800
3092
$21.9K ﹤0.01%
783
3093
$21.9K ﹤0.01%
195
-11,117
3094
$21.9K ﹤0.01%
3,527
3095
$21.9K ﹤0.01%
202
3096
$21.7K ﹤0.01%
1,736
3097
$21.6K ﹤0.01%
541
+66
3098
$21.5K ﹤0.01%
325
+229
3099
$21.4K ﹤0.01%
402
+4
3100
$21.4K ﹤0.01%
333
122 123
124
125 126