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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
476
$7.73M 0.04%
211,428
+12,625
477
$7.69M 0.04%
98,092
+67,792
478
$7.66M 0.03%
57,429
+1,289
479
$7.6M 0.03%
384,084
+211,511
480
$7.58M 0.03%
21,696
+605
481
$7.58M 0.03%
394,753
-45,607
482
$7.58M 0.03%
46,042
+1,945
483
$7.53M 0.03%
94,371
+3,440
484
$7.52M 0.03%
290,528
-685,180
485
$7.51M 0.03%
33,306
+4,786
486
$7.5M 0.03%
315,488
-818,255
487
$7.45M 0.03%
65,760
-10,780
488
$7.42M 0.03%
109,190
+2,258
489
$7.35M 0.03%
123,194
+72,066
490
$7.35M 0.03%
167,825
-142,309
491
$7.32M 0.03%
231,802
+25,431
492
$7.31M 0.03%
47,694
-4,757
493
$7.3M 0.03%
70,355
+33,078
494
$7.3M 0.03%
102,026
-7,457
495
$7.24M 0.03%
323,363
-943,315
496
$7.23M 0.03%
52,169
+21,915
497
$7.23M 0.03%
115,716
+685
498
$7.21M 0.03%
94,093
-15,962
499
$7.16M 0.03%
71,593
+8,900
500
$7.16M 0.03%
23,828
+1,002
18 19
20
21 22