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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
3551
$4.73K ﹤0.01%
1,000
3552
$4.72K ﹤0.01%
471
-183
3553
$4.71K ﹤0.01%
137
+1
3554
$4.71K ﹤0.01%
280
3555
$4.7K ﹤0.01%
138
3556
$4.69K ﹤0.01%
267
3557
$4.66K ﹤0.01%
205
3558
$4.58K ﹤0.01%
60
3559
$4.58K ﹤0.01%
230
-160
3560
$4.57K ﹤0.01%
56
3561
$4.54K ﹤0.01%
405
-40
3562
$4.51K ﹤0.01%
+92
3563
$4.51K ﹤0.01%
170
3564
$4.49K ﹤0.01%
1,295
3565
$4.49K ﹤0.01%
+772
3566
$4.48K ﹤0.01%
+468
3567
$4.46K ﹤0.01%
105
3568
$4.46K ﹤0.01%
209
3569
$4.41K ﹤0.01%
690
+436
3570
$4.36K ﹤0.01%
151
-37
3571
$4.34K ﹤0.01%
101
-245
3572
$4.33K ﹤0.01%
333
3573
$4.32K ﹤0.01%
+500
3574
$4.32K ﹤0.01%
150
3575
$4.32K ﹤0.01%
258
141 142
143
144 145