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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
3926
$620 ﹤0.01%
200
3927
$619 ﹤0.01%
27
3928
$619 ﹤0.01%
9
3929
$618 ﹤0.01%
75
3930
$610 ﹤0.01%
36
3931
$597 ﹤0.01%
22
3932
$583 ﹤0.01%
18
3933
$579 ﹤0.01%
+17
3934
$578 ﹤0.01%
63
3935
$575 ﹤0.01%
3
3936
$566 ﹤0.01%
185
3937
$560 ﹤0.01%
95
3938
$555 ﹤0.01%
250
3939
$547 ﹤0.01%
27
3940
$546 ﹤0.01%
9
3941
$545 ﹤0.01%
16
3942
$537 ﹤0.01%
100
3943
$534 ﹤0.01%
5
-15
3944
$532 ﹤0.01%
8
3945
$520 ﹤0.01%
36
3946
$513 ﹤0.01%
20
3947
$505 ﹤0.01%
43
3948
$488 ﹤0.01%
547
3949
$479 ﹤0.01%
27,062
3950
$479 ﹤0.01%
26
156 157
158
159 160