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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
3201
$15.6K ﹤0.01%
+388
3202
$15.6K ﹤0.01%
+610
3203
$15.5K ﹤0.01%
554
+115
3204
$15.5K ﹤0.01%
900
-1,424
3205
$15.4K ﹤0.01%
600
-2,767
3206
$15.4K ﹤0.01%
3,200
-600
3207
$15.3K ﹤0.01%
11,737
3208
$15.3K ﹤0.01%
218
+1
3209
$15.2K ﹤0.01%
200
3210
$15.2K ﹤0.01%
909
-33
3211
$15.1K ﹤0.01%
621
3212
$15K ﹤0.01%
+1,000
3213
$15K ﹤0.01%
536
-170
3214
$14.7K ﹤0.01%
171
-271
3215
$14.7K ﹤0.01%
361
-16
3216
$14.7K ﹤0.01%
56
-16
3217
$14.7K ﹤0.01%
288
3218
$14.7K ﹤0.01%
160
3219
$14.6K ﹤0.01%
294
3220
$14.6K ﹤0.01%
103
3221
$14.6K ﹤0.01%
115
-1
3222
$14.6K ﹤0.01%
222
3223
$14.5K ﹤0.01%
564
+151
3224
$14.5K ﹤0.01%
140
3225
$14.5K ﹤0.01%
1,626
127 128
129
130 131