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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
3676
$3.05K ﹤0.01%
12
3677
$3.04K ﹤0.01%
112
3678
$3.02K ﹤0.01%
71
3679
$3.01K ﹤0.01%
227
-100
3680
$2.99K ﹤0.01%
350
3681
$2.96K ﹤0.01%
17
3682
$2.95K ﹤0.01%
175
-10,745
3683
$2.95K ﹤0.01%
2,200
3684
$2.94K ﹤0.01%
81
3685
$2.94K ﹤0.01%
153
+151
3686
$2.93K ﹤0.01%
+56
3687
$2.9K ﹤0.01%
498
+4
3688
$2.89K ﹤0.01%
52
3689
$2.87K ﹤0.01%
+157
3690
$2.87K ﹤0.01%
80
-11
3691
$2.83K ﹤0.01%
100
-20
3692
$2.83K ﹤0.01%
366
+33
3693
$2.82K ﹤0.01%
200
-10,978
3694
$2.81K ﹤0.01%
37
3695
$2.81K ﹤0.01%
20
3696
$2.8K ﹤0.01%
120
+100
3697
$2.79K ﹤0.01%
62
3698
$2.79K ﹤0.01%
38
3699
$2.77K ﹤0.01%
+300
3700
$2.77K ﹤0.01%
100
146 147
148
149 150