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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
3776
$2.01K ﹤0.01%
65
-100
3777
$2K ﹤0.01%
147
-163
3778
$2K ﹤0.01%
100
3779
$1.95K ﹤0.01%
+36
3780
$1.94K ﹤0.01%
+43
3781
$1.94K ﹤0.01%
+327
3782
$1.9K ﹤0.01%
+39
3783
$1.89K ﹤0.01%
+311
3784
$1.88K ﹤0.01%
+500
3785
$1.87K ﹤0.01%
60
3786
$1.85K ﹤0.01%
121
3787
$1.84K ﹤0.01%
+212
3788
$1.84K ﹤0.01%
+50
3789
$1.82K ﹤0.01%
68
3790
$1.81K ﹤0.01%
478
3791
$1.8K ﹤0.01%
116
3792
$1.78K ﹤0.01%
68
3793
$1.78K ﹤0.01%
223
3794
$1.78K ﹤0.01%
140
3795
$1.78K ﹤0.01%
+53
3796
$1.76K ﹤0.01%
896
3797
$1.74K ﹤0.01%
93
3798
$1.74K ﹤0.01%
20
3799
$1.72K ﹤0.01%
10
3800
$1.71K ﹤0.01%
145
150 151
152
153 154