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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
401
$9.91M 0.05%
30,978
+1,067
402
$9.89M 0.05%
135,577
+5,230
403
$9.86M 0.04%
162,134
+28,498
404
$9.82M 0.04%
149,983
+75,947
405
$9.82M 0.04%
303,275
+47,347
406
$9.81M 0.04%
49,498
-14,244
407
$9.75M 0.04%
85,131
+21,302
408
$9.73M 0.04%
13,935
+1,285
409
$9.7M 0.04%
191,670
+15,143
410
$9.69M 0.04%
21,673
-884
411
$9.53M 0.04%
77,037
+14,091
412
$9.5M 0.04%
204,540
-865
413
$9.47M 0.04%
115,412
-9,173
414
$9.39M 0.04%
348,533
-56,994
415
$9.38M 0.04%
26,605
-8,643
416
$9.35M 0.04%
20,441
+1,683
417
$9.32M 0.04%
72,639
+4,356
418
$9.28M 0.04%
70,658
+2,996
419
$9.28M 0.04%
126,228
+1,485
420
$9.21M 0.04%
112,448
+21,655
421
$9.2M 0.04%
143,361
+15,001
422
$9.15M 0.04%
382,362
+42,124
423
$9.12M 0.04%
300,112
-18,636
424
$9.11M 0.04%
440,386
-12,104
425
$8.97M 0.04%
103,987
+13,255
15 16
17
18 19