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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
3826
$1.52K ﹤0.01%
926
3827
$1.51K ﹤0.01%
42
3828
$1.51K ﹤0.01%
300
3829
$1.5K ﹤0.01%
53
-4
3830
$1.47K ﹤0.01%
20
3831
$1.47K ﹤0.01%
20
3832
$1.45K ﹤0.01%
175
3833
$1.43K ﹤0.01%
47
-418
3834
$1.43K ﹤0.01%
31
-5
3835
$1.42K ﹤0.01%
46
3836
$1.41K ﹤0.01%
14
3837
$1.4K ﹤0.01%
750
-300
3838
$1.38K ﹤0.01%
+850
3839
$1.36K ﹤0.01%
31
-1
3840
$1.36K ﹤0.01%
48
3841
$1.36K ﹤0.01%
351
3842
$1.34K ﹤0.01%
+100
3843
$1.31K ﹤0.01%
20
-31
3844
$1.31K ﹤0.01%
22
3845
$1.29K ﹤0.01%
+9
3846
$1.29K ﹤0.01%
100
3847
$1.26K ﹤0.01%
135
3848
$1.25K ﹤0.01%
34
3849
$1.25K ﹤0.01%
17
3850
$1.24K ﹤0.01%
+15
152 153
154
155 156