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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
3426
$7.08K ﹤0.01%
641
3427
$7.04K ﹤0.01%
100
3428
$7.02K ﹤0.01%
+500
3429
$7.02K ﹤0.01%
300
3430
$7.01K ﹤0.01%
401
+1
3431
$6.94K ﹤0.01%
700
3432
$6.9K ﹤0.01%
129
-454
3433
$6.87K ﹤0.01%
170
3434
$6.81K ﹤0.01%
269
+6
3435
$6.78K ﹤0.01%
52
3436
$6.78K ﹤0.01%
284
+1
3437
$6.77K ﹤0.01%
1,106
-627
3438
$6.75K ﹤0.01%
2,517
+2,490
3439
$6.73K ﹤0.01%
93
3440
$6.72K ﹤0.01%
57
3441
$6.72K ﹤0.01%
127
3442
$6.7K ﹤0.01%
+345
3443
$6.7K ﹤0.01%
160
3444
$6.68K ﹤0.01%
10,700
-7,000
3445
$6.64K ﹤0.01%
+200
3446
$6.63K ﹤0.01%
234
+3
3447
$6.55K ﹤0.01%
+102
3448
$6.54K ﹤0.01%
119
3449
$6.49K ﹤0.01%
133
-30
3450
$6.47K ﹤0.01%
665
+2
136 137
138
139 140