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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
3301
$10.9K ﹤0.01%
129
3302
$10.9K ﹤0.01%
1,000
-781
3303
$10.8K ﹤0.01%
1,866
3304
$10.8K ﹤0.01%
36
3305
$10.7K ﹤0.01%
4,935
+310
3306
$10.6K ﹤0.01%
308
+100
3307
$10.6K ﹤0.01%
229
+4
3308
$10.5K ﹤0.01%
1,400
-2,100
3309
$10.5K ﹤0.01%
153
3310
$10.5K ﹤0.01%
848
3311
$10.5K ﹤0.01%
368
3312
$10.4K ﹤0.01%
41
3313
$10.3K ﹤0.01%
5,000
3314
$10.3K ﹤0.01%
160
+60
3315
$10.2K ﹤0.01%
2,543
-187
3316
$10.2K ﹤0.01%
3,603
3317
$10.2K ﹤0.01%
150
3318
$10.1K ﹤0.01%
296
+232
3319
$10.1K ﹤0.01%
213
3320
$10.1K ﹤0.01%
+200
3321
$10K ﹤0.01%
+381
3322
$9.99K ﹤0.01%
207
3323
$9.88K ﹤0.01%
2,234
-300
3324
$9.85K ﹤0.01%
207
3325
$9.85K ﹤0.01%
202
-55
131 132
133
134 135