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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
3526
$5.09K ﹤0.01%
+58
3527
$5.09K ﹤0.01%
+941
3528
$5.08K ﹤0.01%
225
3529
$5.04K ﹤0.01%
214
3530
$5.04K ﹤0.01%
+420
3531
$5.03K ﹤0.01%
39
-163
3532
$5.02K ﹤0.01%
150
3533
$5K ﹤0.01%
100
3534
$5K ﹤0.01%
33
3535
$4.99K ﹤0.01%
1,231
+1,081
3536
$4.96K ﹤0.01%
65
3537
$4.95K ﹤0.01%
151
3538
$4.94K ﹤0.01%
68
3539
$4.94K ﹤0.01%
69
3540
$4.91K ﹤0.01%
58
3541
$4.87K ﹤0.01%
151
3542
$4.82K ﹤0.01%
+61,796
3543
$4.81K ﹤0.01%
22
-25
3544
$4.8K ﹤0.01%
56
3545
$4.79K ﹤0.01%
172
-54,829
3546
$4.77K ﹤0.01%
480
-243
3547
$4.77K ﹤0.01%
130
3548
$4.74K ﹤0.01%
121
3549
$4.74K ﹤0.01%
1,224
+35
3550
$4.73K ﹤0.01%
301
-104
140 141
142
143 144