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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
3726
$2.54K ﹤0.01%
259
3727
$2.54K ﹤0.01%
240
3728
$2.52K ﹤0.01%
134
-459
3729
$2.5K ﹤0.01%
50
3730
$2.49K ﹤0.01%
78
3731
$2.48K ﹤0.01%
108
3732
$2.48K ﹤0.01%
1,081
+224
3733
$2.47K ﹤0.01%
341
3734
$2.45K ﹤0.01%
28
-40
3735
$2.45K ﹤0.01%
174
-6
3736
$2.43K ﹤0.01%
50
3737
$2.42K ﹤0.01%
269
3738
$2.4K ﹤0.01%
53
+2
3739
$2.4K ﹤0.01%
1,100
3740
$2.4K ﹤0.01%
85
3741
$2.38K ﹤0.01%
21
-3
3742
$2.36K ﹤0.01%
756
-672
3743
$2.34K ﹤0.01%
+150
3744
$2.32K ﹤0.01%
160
3745
$2.3K ﹤0.01%
+366
3746
$2.3K ﹤0.01%
600
3747
$2.29K ﹤0.01%
100
3748
$2.29K ﹤0.01%
207
3749
$2.28K ﹤0.01%
700
3750
$2.27K ﹤0.01%
+200
148 149
150
151 152