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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
376
$11.1M 0.05%
118,606
+2,709
377
$11M 0.05%
14,295
-835
378
$10.9M 0.05%
267,530
+36,990
379
$10.8M 0.05%
147,715
+24,696
380
$10.8M 0.05%
11,727
+2,344
381
$10.6M 0.05%
186,216
+7,679
382
$10.6M 0.05%
71,200
-4,085
383
$10.5M 0.05%
264,584
+83,899
384
$10.5M 0.05%
80,438
+13,797
385
$10.5M 0.05%
16,119
+1,102
386
$10.4M 0.05%
224,439
+74,450
387
$10.4M 0.05%
154,110
-80,273
388
$10.4M 0.05%
291,124
-25,932
389
$10.4M 0.05%
90,594
+32,230
390
$10.4M 0.05%
218,162
-53,069
391
$10.3M 0.05%
121,797
+468
392
$10.2M 0.05%
262,958
+1,548
393
$10.2M 0.05%
20,952
-8,317
394
$10.2M 0.05%
105,078
+37,650
395
$10.2M 0.05%
+220,107
396
$10.1M 0.05%
335,580
+118
397
$10.1M 0.05%
365,927
-74,054
398
$10.1M 0.05%
52,806
-2,962
399
$10M 0.05%
219,520
+57,264
400
$9.92M 0.05%
84,038
-566
14 15
16
17 18