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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
3501
$5.51K ﹤0.01%
+667
3502
$5.46K ﹤0.01%
34
3503
$5.43K ﹤0.01%
206
3504
$5.41K ﹤0.01%
137
+65
3505
$5.41K ﹤0.01%
+85
3506
$5.4K ﹤0.01%
94
3507
$5.38K ﹤0.01%
82
3508
$5.35K ﹤0.01%
429
3509
$5.35K ﹤0.01%
2,499
-22,335
3510
$5.34K ﹤0.01%
55
-2
3511
$5.34K ﹤0.01%
51
3512
$5.32K ﹤0.01%
206
3513
$5.31K ﹤0.01%
700
3514
$5.29K ﹤0.01%
+560
3515
$5.29K ﹤0.01%
1,232
-3,209
3516
$5.25K ﹤0.01%
1,000
-24,980
3517
$5.23K ﹤0.01%
200
-2,700
3518
$5.21K ﹤0.01%
76
-62
3519
$5.19K ﹤0.01%
773
+46
3520
$5.18K ﹤0.01%
846
+440
3521
$5.17K ﹤0.01%
1,900
3522
$5.17K ﹤0.01%
4,200
3523
$5.13K ﹤0.01%
+110
3524
$5.12K ﹤0.01%
4
3525
$5.11K ﹤0.01%
1,000
139 140
141
142 143