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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
3576
$4.31K ﹤0.01%
75
3577
$4.3K ﹤0.01%
75
3578
$4.29K ﹤0.01%
+331
3579
$4.27K ﹤0.01%
1,309
3580
$4.25K ﹤0.01%
988
3581
$4.25K ﹤0.01%
80
3582
$4.23K ﹤0.01%
74
-117
3583
$4.21K ﹤0.01%
100
-14,219
3584
$4.18K ﹤0.01%
95
-560
3585
$4.15K ﹤0.01%
200
3586
$4.13K ﹤0.01%
135
3587
$4.11K ﹤0.01%
34
-49
3588
$4.11K ﹤0.01%
104
-201
3589
$4.1K ﹤0.01%
1,600
3590
$4.07K ﹤0.01%
200
+100
3591
$4.03K ﹤0.01%
200
-5,915
3592
$4.03K ﹤0.01%
191
-103
3593
$4.02K ﹤0.01%
21
3594
$4.01K ﹤0.01%
175
3595
$4.01K ﹤0.01%
500
3596
$3.99K ﹤0.01%
+8
3597
$3.98K ﹤0.01%
128
+10
3598
$3.98K ﹤0.01%
130
-300
3599
$3.96K ﹤0.01%
251
-499
3600
$3.95K ﹤0.01%
69
142 143
144
145 146