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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
3401
$7.82K ﹤0.01%
405
-338
3402
$7.78K ﹤0.01%
300
3403
$7.78K ﹤0.01%
195
3404
$7.75K ﹤0.01%
+449
3405
$7.68K ﹤0.01%
1,077
-298
3406
$7.61K ﹤0.01%
+656
3407
$7.59K ﹤0.01%
318
3408
$7.58K ﹤0.01%
417
3409
$7.56K ﹤0.01%
300
3410
$7.55K ﹤0.01%
202
-29
3411
$7.48K ﹤0.01%
167
-1,820
3412
$7.47K ﹤0.01%
403
-1
3413
$7.46K ﹤0.01%
620
3414
$7.42K ﹤0.01%
716
-213
3415
$7.38K ﹤0.01%
102
3416
$7.37K ﹤0.01%
251
-1
3417
$7.36K ﹤0.01%
535
-137
3418
$7.33K ﹤0.01%
110
-11
3419
$7.29K ﹤0.01%
275
3420
$7.26K ﹤0.01%
40
-496
3421
$7.26K ﹤0.01%
166
+3
3422
$7.16K ﹤0.01%
223
+34
3423
$7.14K ﹤0.01%
804
+2
3424
$7.12K ﹤0.01%
114
+1
3425
$7.08K ﹤0.01%
320
-79,745
135 136
137
138 139