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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
3326
$9.82K ﹤0.01%
100
-157
3327
$9.78K ﹤0.01%
91
3328
$9.71K ﹤0.01%
2,074
-45,002
3329
$9.69K ﹤0.01%
386
3330
$9.63K ﹤0.01%
100
3331
$9.62K ﹤0.01%
1,333
3332
$9.59K ﹤0.01%
77
-8,321
3333
$9.58K ﹤0.01%
1,405
-13,958
3334
$9.56K ﹤0.01%
4,084
-115
3335
$9.51K ﹤0.01%
92
3336
$9.46K ﹤0.01%
120
3337
$9.45K ﹤0.01%
136
-132
3338
$9.45K ﹤0.01%
469
+109
3339
$9.43K ﹤0.01%
500
-300
3340
$9.41K ﹤0.01%
53
3341
$9.38K ﹤0.01%
250
+178
3342
$9.37K ﹤0.01%
+2,520
3343
$9.33K ﹤0.01%
25,692
+1,475
3344
$9.33K ﹤0.01%
197
+52
3345
$9.31K ﹤0.01%
354
-245
3346
$9.3K ﹤0.01%
317
+203
3347
$9.28K ﹤0.01%
400
-6
3348
$9.23K ﹤0.01%
845
-300
3349
$9.22K ﹤0.01%
102
3350
$9.21K ﹤0.01%
46
-40
132 133
134
135 136