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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
3876
$993 ﹤0.01%
500
3877
$992 ﹤0.01%
92
3878
$990 ﹤0.01%
+1,516
3879
$989 ﹤0.01%
45
+2
3880
$983 ﹤0.01%
25
3881
$981 ﹤0.01%
21
3882
$978 ﹤0.01%
34
3883
$974 ﹤0.01%
26
3884
$970 ﹤0.01%
75
3885
$969 ﹤0.01%
22
3886
$953 ﹤0.01%
135
3887
$950 ﹤0.01%
61
3888
$948 ﹤0.01%
147
3889
$920 ﹤0.01%
14
3890
$918 ﹤0.01%
72
3891
$894 ﹤0.01%
25
3892
$873 ﹤0.01%
322
-1
3893
$867 ﹤0.01%
103
+5
3894
$861 ﹤0.01%
350
3895
$853 ﹤0.01%
+127
3896
$852 ﹤0.01%
100
-104
3897
$840 ﹤0.01%
300
3898
$810 ﹤0.01%
38
-13
3899
$804 ﹤0.01%
28
-101
3900
$777 ﹤0.01%
498
154 155
156
157 158