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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
3951
$457 ﹤0.01%
19
3952
$454 ﹤0.01%
151
3953
$447 ﹤0.01%
500
3954
$445 ﹤0.01%
6
3955
$441 ﹤0.01%
49
3956
$441 ﹤0.01%
35
-22
3957
$436 ﹤0.01%
100
3958
$431 ﹤0.01%
4
+3
3959
$424 ﹤0.01%
9
3960
$423 ﹤0.01%
300
3961
$418 ﹤0.01%
200
3962
$416 ﹤0.01%
29
-120
3963
$405 ﹤0.01%
107
3964
$397 ﹤0.01%
545
3965
$397 ﹤0.01%
45
-12,838
3966
$391 ﹤0.01%
10
3967
$390 ﹤0.01%
50
3968
$388 ﹤0.01%
59
3969
$385 ﹤0.01%
+30
3970
$382 ﹤0.01%
11
-19,766
3971
$370 ﹤0.01%
100
3972
$359 ﹤0.01%
100
3973
$345 ﹤0.01%
3
3974
$344 ﹤0.01%
5
3975
$344 ﹤0.01%
100
157 158
159
160 161