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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
3701
$2.77K ﹤0.01%
21
-38
3702
$2.77K ﹤0.01%
25
3703
$2.76K ﹤0.01%
80
-5,339
3704
$2.74K ﹤0.01%
25
-104
3705
$2.74K ﹤0.01%
+218
3706
$2.73K ﹤0.01%
600
3707
$2.73K ﹤0.01%
297
3708
$2.73K ﹤0.01%
+2,542
3709
$2.7K ﹤0.01%
150
+50
3710
$2.69K ﹤0.01%
236
3711
$2.69K ﹤0.01%
80
3712
$2.68K ﹤0.01%
10
3713
$2.66K ﹤0.01%
53
3714
$2.66K ﹤0.01%
35
3715
$2.65K ﹤0.01%
3,000
3716
$2.64K ﹤0.01%
57
-1
3717
$2.63K ﹤0.01%
1,000
3718
$2.62K ﹤0.01%
400
-1,000
3719
$2.62K ﹤0.01%
104
3720
$2.62K ﹤0.01%
50
-14,358
3721
$2.59K ﹤0.01%
+108
3722
$2.59K ﹤0.01%
29
3723
$2.58K ﹤0.01%
100
3724
$2.56K ﹤0.01%
58
3725
$2.55K ﹤0.01%
19
147 148
149
150 151