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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
3976
$340 ﹤0.01%
42
-999
3977
$334 ﹤0.01%
4
-2,080
3978
$317 ﹤0.01%
25
3979
$317 ﹤0.01%
20
3980
$312 ﹤0.01%
+8
3981
$309 ﹤0.01%
59
3982
$302 ﹤0.01%
189
3983
$280 ﹤0.01%
100
3984
$279 ﹤0.01%
15
-2,264
3985
$277 ﹤0.01%
218
3986
$276 ﹤0.01%
+14
3987
$267 ﹤0.01%
16
3988
$266 ﹤0.01%
11
3989
$254 ﹤0.01%
17
3990
$254 ﹤0.01%
43
3991
$248 ﹤0.01%
4
3992
$247 ﹤0.01%
50
3993
$239 ﹤0.01%
26
3994
$236 ﹤0.01%
120
-100
3995
$234 ﹤0.01%
10
3996
$229 ﹤0.01%
41
-12,990
3997
$229 ﹤0.01%
8
-941
3998
$228 ﹤0.01%
44
3999
$222 ﹤0.01%
9
4000
$217 ﹤0.01%
25
158 159
160
161 162