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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
3476
$5.96K ﹤0.01%
276
3477
$5.96K ﹤0.01%
509
+12
3478
$5.93K ﹤0.01%
1,151
-3,746
3479
$5.93K ﹤0.01%
170
+119
3480
$5.9K ﹤0.01%
71
-2,286
3481
$5.9K ﹤0.01%
76
3482
$5.87K ﹤0.01%
316
-584
3483
$5.81K ﹤0.01%
400
3484
$5.79K ﹤0.01%
303
3485
$5.76K ﹤0.01%
148
3486
$5.76K ﹤0.01%
108
3487
$5.71K ﹤0.01%
52
-63
3488
$5.71K ﹤0.01%
641
-5
3489
$5.7K ﹤0.01%
145
3490
$5.69K ﹤0.01%
767
-520
3491
$5.66K ﹤0.01%
+549
3492
$5.64K ﹤0.01%
231
3493
$5.61K ﹤0.01%
232
3494
$5.6K ﹤0.01%
5,000
3495
$5.59K ﹤0.01%
55
3496
$5.58K ﹤0.01%
381
-15
3497
$5.55K ﹤0.01%
21
3498
$5.54K ﹤0.01%
+1,000
3499
$5.53K ﹤0.01%
+87
3500
$5.51K ﹤0.01%
1,000
138 139
140
141 142