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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
3651
$3.28K ﹤0.01%
33
3652
$3.27K ﹤0.01%
41
-2,925
3653
$3.27K ﹤0.01%
135
+2
3654
$3.26K ﹤0.01%
70
3655
$3.25K ﹤0.01%
+106
3656
$3.25K ﹤0.01%
791
-393
3657
$3.24K ﹤0.01%
425
-100
3658
$3.24K ﹤0.01%
17
3659
$3.24K ﹤0.01%
35
3660
$3.23K ﹤0.01%
50
-22
3661
$3.22K ﹤0.01%
230
3662
$3.21K ﹤0.01%
22
3663
$3.2K ﹤0.01%
371
3664
$3.2K ﹤0.01%
1,103
-262
3665
$3.19K ﹤0.01%
44
3666
$3.15K ﹤0.01%
+1,600
3667
$3.15K ﹤0.01%
550
3668
$3.15K ﹤0.01%
2,500
3669
$3.13K ﹤0.01%
1,972
3670
$3.12K ﹤0.01%
+111
3671
$3.1K ﹤0.01%
223
3672
$3.1K ﹤0.01%
+467
3673
$3.09K ﹤0.01%
344
3674
$3.09K ﹤0.01%
54
+1
3675
$3.05K ﹤0.01%
70
-34
145 146
147
148 149