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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
426
$8.95M 0.04%
250,044
-6,060
427
$8.95M 0.04%
89,936
-14,554
428
$8.91M 0.04%
24,109
-4,368
429
$8.91M 0.04%
110,473
+43,997
430
$8.88M 0.04%
186,806
+70,564
431
$8.87M 0.04%
441,644
+23,864
432
$8.86M 0.04%
34,011
+2,659
433
$8.71M 0.04%
88,839
+17,008
434
$8.69M 0.04%
334,554
+71,176
435
$8.69M 0.04%
183,324
-4,626
436
$8.6M 0.04%
94,091
+4,776
437
$8.58M 0.04%
131,963
+58,867
438
$8.57M 0.04%
101,303
-11,407
439
$8.56M 0.04%
161,498
+33,838
440
$8.52M 0.04%
91,447
-9,000
441
$8.52M 0.04%
169,415
-36,326
442
$8.51M 0.04%
60,908
+1,003
443
$8.49M 0.04%
36,135
+8,655
444
$8.49M 0.04%
172,166
+5,661
445
$8.48M 0.04%
386,300
+338,814
446
$8.41M 0.04%
27,535
+10,453
447
$8.37M 0.04%
139,348
+10,045
448
$8.36M 0.04%
420,862
+413,510
449
$8.36M 0.04%
89,212
+2,474
450
$8.3M 0.04%
182,080
-1,239
16 17
18
19 20