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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
3751
$2.27K ﹤0.01%
500
3752
$2.27K ﹤0.01%
1,542
3753
$2.23K ﹤0.01%
238
3754
$2.21K ﹤0.01%
87
3755
$2.19K ﹤0.01%
62
3756
$2.19K ﹤0.01%
163
-3,553
3757
$2.19K ﹤0.01%
98
3758
$2.17K ﹤0.01%
93
3759
$2.16K ﹤0.01%
191
3760
$2.15K ﹤0.01%
211
3761
$2.14K ﹤0.01%
1,010
-1,205
3762
$2.12K ﹤0.01%
10
-2,318
3763
$2.1K ﹤0.01%
+44
3764
$2.1K ﹤0.01%
50
3765
$2.1K ﹤0.01%
16
3766
$2.09K ﹤0.01%
32
3767
$2.07K ﹤0.01%
51
+30
3768
$2.07K ﹤0.01%
+22
3769
$2.06K ﹤0.01%
741
3770
$2.04K ﹤0.01%
100
3771
$2.03K ﹤0.01%
46
3772
$2.02K ﹤0.01%
50
3773
$2.02K ﹤0.01%
+500
3774
$2.01K ﹤0.01%
161
3775
$2.01K ﹤0.01%
60
149 150
151
152 153