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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
3351
$9.19K ﹤0.01%
152
-628
3352
$9.13K ﹤0.01%
152
-135
3353
$9.04K ﹤0.01%
1,465
-14,181
3354
$9.04K ﹤0.01%
850
-197
3355
$9K ﹤0.01%
473
-91
3356
$8.95K ﹤0.01%
200
3357
$8.89K ﹤0.01%
170
3358
$8.88K ﹤0.01%
187
-185
3359
$8.85K ﹤0.01%
449
3360
$8.84K ﹤0.01%
226
3361
$8.8K ﹤0.01%
+239
3362
$8.73K ﹤0.01%
+169
3363
$8.72K ﹤0.01%
798
-1
3364
$8.69K ﹤0.01%
1,473
-14,902
3365
$8.67K ﹤0.01%
+174
3366
$8.65K ﹤0.01%
127
3367
$8.64K ﹤0.01%
213
3368
$8.63K ﹤0.01%
+552
3369
$8.55K ﹤0.01%
216
-44
3370
$8.53K ﹤0.01%
221
+16
3371
$8.53K ﹤0.01%
442
3372
$8.51K ﹤0.01%
224
-59
3373
$8.5K ﹤0.01%
274
3374
$8.49K ﹤0.01%
1,758
3375
$8.47K ﹤0.01%
1,154
-280
133 134
135
136 137