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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
3101
$21.4K ﹤0.01%
+520
3102
$21.4K ﹤0.01%
1,390
+2
3103
$21.3K ﹤0.01%
300
3104
$21.2K ﹤0.01%
1,906
3105
$21.2K ﹤0.01%
446
3106
$21.2K ﹤0.01%
18
3107
$21K ﹤0.01%
1,025
-289
3108
$20.9K ﹤0.01%
+1,200
3109
$20.9K ﹤0.01%
272
3110
$20.8K ﹤0.01%
710
3111
$20.5K ﹤0.01%
65
3112
$20.5K ﹤0.01%
361
3113
$20.4K ﹤0.01%
+400
3114
$20.3K ﹤0.01%
446
+4
3115
$20.3K ﹤0.01%
+395
3116
$20.3K ﹤0.01%
284
3117
$20.3K ﹤0.01%
2,698
3118
$20.1K ﹤0.01%
+1,546
3119
$20.1K ﹤0.01%
1,476
+186
3120
$20K ﹤0.01%
975
-110
3121
$19.8K ﹤0.01%
100
3122
$19.7K ﹤0.01%
34
3123
$19.7K ﹤0.01%
+960
3124
$19.7K ﹤0.01%
2,045
3125
$19.7K ﹤0.01%
2,978
-19,282
123 124
125
126 127