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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
3601
$3.93K ﹤0.01%
204
3602
$3.9K ﹤0.01%
110
3603
$3.9K ﹤0.01%
335
+75
3604
$3.89K ﹤0.01%
62
-174
3605
$3.88K ﹤0.01%
1,700
3606
$3.86K ﹤0.01%
70
3607
$3.86K ﹤0.01%
96
3608
$3.85K ﹤0.01%
+80
3609
$3.85K ﹤0.01%
77
3610
$3.84K ﹤0.01%
122
3611
$3.8K ﹤0.01%
252
3612
$3.78K ﹤0.01%
200
3613
$3.77K ﹤0.01%
90
3614
$3.76K ﹤0.01%
53
3615
$3.75K ﹤0.01%
225
3616
$3.75K ﹤0.01%
160
3617
$3.72K ﹤0.01%
125
+3
3618
$3.67K ﹤0.01%
+253
3619
$3.67K ﹤0.01%
100
3620
$3.66K ﹤0.01%
125
3621
$3.65K ﹤0.01%
10
3622
$3.64K ﹤0.01%
48
3623
$3.63K ﹤0.01%
62
3624
$3.63K ﹤0.01%
13
3625
$3.6K ﹤0.01%
336
-166
143 144
145
146 147