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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
3126
$19.7K ﹤0.01%
177
+20
3127
$19.5K ﹤0.01%
3,002
+2,875
3128
$19.5K ﹤0.01%
109
3129
$19.5K ﹤0.01%
316
3130
$19.5K ﹤0.01%
1,500
3131
$19.4K ﹤0.01%
+11,500
3132
$19.4K ﹤0.01%
614
+590
3133
$19.3K ﹤0.01%
749
3134
$19.3K ﹤0.01%
433
3135
$19.3K ﹤0.01%
363
3136
$19.2K ﹤0.01%
2,193
3137
$19.1K ﹤0.01%
756
3138
$19K ﹤0.01%
883
-458
3139
$18.9K ﹤0.01%
201
-16
3140
$18.8K ﹤0.01%
+500
3141
$18.8K ﹤0.01%
757
+583
3142
$18.8K ﹤0.01%
10,600
3143
$18.7K ﹤0.01%
354
-17
3144
$18.7K ﹤0.01%
5,584
-350
3145
$18.6K ﹤0.01%
500
3146
$18.5K ﹤0.01%
1,062
+279
3147
$18.4K ﹤0.01%
308
+2
3148
$18.4K ﹤0.01%
818
3149
$18.4K ﹤0.01%
505
+439
3150
$18.3K ﹤0.01%
+349
124 125
126
127 128