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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
3151
$18.3K ﹤0.01%
+200
3152
$18.3K ﹤0.01%
176
-25
3153
$18.2K ﹤0.01%
1,382
-541
3154
$18K ﹤0.01%
78
3155
$18K ﹤0.01%
242
3156
$18K ﹤0.01%
651
-240
3157
$17.9K ﹤0.01%
+689
3158
$17.9K ﹤0.01%
373
+7
3159
$17.7K ﹤0.01%
+726
3160
$17.6K ﹤0.01%
735
3161
$17.5K ﹤0.01%
100
-204
3162
$17.4K ﹤0.01%
309
+58
3163
$17.2K ﹤0.01%
2,675
3164
$17.2K ﹤0.01%
844
+3
3165
$17.1K ﹤0.01%
1,926
+40
3166
$17K ﹤0.01%
677
-6
3167
$17K ﹤0.01%
836
-9,507
3168
$17K ﹤0.01%
367
-25
3169
$16.9K ﹤0.01%
+9,853
3170
$16.9K ﹤0.01%
734
-68
3171
$16.9K ﹤0.01%
125
3172
$16.8K ﹤0.01%
202
3173
$16.8K ﹤0.01%
874
-18
3174
$16.7K ﹤0.01%
411
+5
3175
$16.7K ﹤0.01%
648
+228
125 126
127
128 129