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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
3626
$3.6K ﹤0.01%
126
3627
$3.59K ﹤0.01%
365
-346
3628
$3.58K ﹤0.01%
15
3629
$3.55K ﹤0.01%
+125
3630
$3.54K ﹤0.01%
82
-8
3631
$3.54K ﹤0.01%
+242
3632
$3.52K ﹤0.01%
249
-25,412
3633
$3.51K ﹤0.01%
213
-107
3634
$3.51K ﹤0.01%
108
3635
$3.5K ﹤0.01%
232
3636
$3.45K ﹤0.01%
37
3637
$3.43K ﹤0.01%
234
-28,679
3638
$3.42K ﹤0.01%
21
-4
3639
$3.42K ﹤0.01%
90
3640
$3.41K ﹤0.01%
1,331
+1,300
3641
$3.39K ﹤0.01%
250
3642
$3.36K ﹤0.01%
80
3643
$3.34K ﹤0.01%
397
+73
3644
$3.33K ﹤0.01%
68
-2
3645
$3.32K ﹤0.01%
415
+19
3646
$3.31K ﹤0.01%
106
-10
3647
$3.31K ﹤0.01%
688
+75
3648
$3.3K ﹤0.01%
13
+11
3649
$3.3K ﹤0.01%
454
+300
3650
$3.28K ﹤0.01%
+700
144 145
146
147 148