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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
3801
$1.71K ﹤0.01%
+100
3802
$1.71K ﹤0.01%
57
3803
$1.71K ﹤0.01%
280
3804
$1.69K ﹤0.01%
16
-6,857
3805
$1.68K ﹤0.01%
25
3806
$1.68K ﹤0.01%
27
-3
3807
$1.68K ﹤0.01%
68
-74
3808
$1.68K ﹤0.01%
350
3809
$1.67K ﹤0.01%
142
3810
$1.66K ﹤0.01%
68
-38
3811
$1.65K ﹤0.01%
1,000
3812
$1.64K ﹤0.01%
58
3813
$1.63K ﹤0.01%
495
-9,545
3814
$1.62K ﹤0.01%
108
-13
3815
$1.62K ﹤0.01%
35
3816
$1.61K ﹤0.01%
85
3817
$1.61K ﹤0.01%
+36
3818
$1.6K ﹤0.01%
288
3819
$1.59K ﹤0.01%
58
3820
$1.59K ﹤0.01%
600
3821
$1.57K ﹤0.01%
+42
3822
$1.54K ﹤0.01%
100
-27
3823
$1.54K ﹤0.01%
133
3824
$1.52K ﹤0.01%
300
3825
$1.52K ﹤0.01%
50
151 152
153
154 155