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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
3251
$13.2K ﹤0.01%
300
-226
3252
$13.2K ﹤0.01%
256
3253
$13K ﹤0.01%
356
3254
$12.9K ﹤0.01%
295
-584
3255
$12.8K ﹤0.01%
66
-1
3256
$12.7K ﹤0.01%
40
3257
$12.7K ﹤0.01%
887
-58
3258
$12.6K ﹤0.01%
471
+167
3259
$12.6K ﹤0.01%
4,325
3260
$12.5K ﹤0.01%
218
-31
3261
$12.5K ﹤0.01%
1,963
-2,337
3262
$12.5K ﹤0.01%
222
3263
$12.5K ﹤0.01%
260
+250
3264
$12.5K ﹤0.01%
536
3265
$12.4K ﹤0.01%
+500
3266
$12.4K ﹤0.01%
263
3267
$12.4K ﹤0.01%
1,553
+52
3268
$12.4K ﹤0.01%
334
-331
3269
$12.3K ﹤0.01%
10
-9
3270
$12K ﹤0.01%
351
3271
$12K ﹤0.01%
356
-12,923
3272
$12K ﹤0.01%
330
3273
$12K ﹤0.01%
+159
3274
$12K ﹤0.01%
3,188
-300
3275
$12K ﹤0.01%
139
129 130
131
132 133