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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
3276
$12K ﹤0.01%
500
3277
$12K ﹤0.01%
1,625
+387
3278
$12K ﹤0.01%
231
3279
$11.9K ﹤0.01%
111
3280
$11.9K ﹤0.01%
241
+1
3281
$11.9K ﹤0.01%
1,361
3282
$11.9K ﹤0.01%
440
3283
$11.8K ﹤0.01%
1,323
3284
$11.8K ﹤0.01%
175
3285
$11.8K ﹤0.01%
477
-68
3286
$11.7K ﹤0.01%
5,562
-210,664
3287
$11.7K ﹤0.01%
533
3288
$11.7K ﹤0.01%
1,000
-480
3289
$11.6K ﹤0.01%
245
3290
$11.6K ﹤0.01%
1,707
3291
$11.6K ﹤0.01%
1,002
+1
3292
$11.6K ﹤0.01%
1,064
3293
$11.5K ﹤0.01%
145
-2,027
3294
$11.5K ﹤0.01%
1,078
-263
3295
$11.5K ﹤0.01%
223
-20,345
3296
$11.3K ﹤0.01%
400
3297
$11.2K ﹤0.01%
+414
3298
$11.2K ﹤0.01%
700
-7,000
3299
$11.1K ﹤0.01%
125
+71
3300
$11K ﹤0.01%
76
+12
130 131
132
133 134