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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
3176
$16.6K ﹤0.01%
64
3177
$16.5K ﹤0.01%
290
3178
$16.5K ﹤0.01%
112
3179
$16.5K ﹤0.01%
520
-1,000
3180
$16.4K ﹤0.01%
1,275
-317
3181
$16.4K ﹤0.01%
105
3182
$16.3K ﹤0.01%
166
3183
$16.3K ﹤0.01%
+1,242
3184
$16.3K ﹤0.01%
500
3185
$16.2K ﹤0.01%
9,843
-2,200
3186
$16.2K ﹤0.01%
350
3187
$16.1K ﹤0.01%
500
3188
$16.1K ﹤0.01%
2,855
3189
$16.1K ﹤0.01%
748
-3,612
3190
$16.1K ﹤0.01%
247
3191
$16.1K ﹤0.01%
648
3192
$16K ﹤0.01%
831
3193
$16K ﹤0.01%
83
+40
3194
$15.9K ﹤0.01%
250
3195
$15.9K ﹤0.01%
92
3196
$15.8K ﹤0.01%
216
3197
$15.7K ﹤0.01%
1,684
-14,327
3198
$15.7K ﹤0.01%
826
+296
3199
$15.7K ﹤0.01%
422
-42
3200
$15.7K ﹤0.01%
518
+1
126 127
128
129 130