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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
3901
$764 ﹤0.01%
37
3902
$759 ﹤0.01%
20
3903
$742 ﹤0.01%
+14
3904
$726 ﹤0.01%
82
3905
$724 ﹤0.01%
114
-1
3906
$703 ﹤0.01%
80
3907
$696 ﹤0.01%
10
3908
$695 ﹤0.01%
129
3909
$693 ﹤0.01%
50
3910
$690 ﹤0.01%
173
3911
$686 ﹤0.01%
24
-291
3912
$682 ﹤0.01%
87
3913
$682 ﹤0.01%
15
-205
3914
$673 ﹤0.01%
45
3915
$669 ﹤0.01%
150
3916
$667 ﹤0.01%
4
+3
3917
$664 ﹤0.01%
400
3918
$662 ﹤0.01%
12
3919
$647 ﹤0.01%
4
-31
3920
$642 ﹤0.01%
200
3921
$642 ﹤0.01%
+21
3922
$640 ﹤0.01%
34
-6
3923
$636 ﹤0.01%
12
3924
$630 ﹤0.01%
55
3925
$625 ﹤0.01%
65
-4,270
155 156
157
158 159