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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
626
$4.99M 0.02%
50,159
-2,449
627
$4.98M 0.02%
13,145
-264
628
$4.95M 0.02%
137,966
+7,046
629
$4.95M 0.02%
39,064
-2,017
630
$4.94M 0.02%
40,010
+9,988
631
$4.94M 0.02%
21,510
-8,180
632
$4.92M 0.02%
15,224
+1,478
633
$4.91M 0.02%
+139,580
634
$4.89M 0.02%
224,775
-12,271
635
$4.89M 0.02%
111,535
-1,837
636
$4.89M 0.02%
135,630
-143,091
637
$4.89M 0.02%
70,079
+5,918
638
$4.88M 0.02%
178,959
+55,422
639
$4.88M 0.02%
36,818
+8,703
640
$4.86M 0.02%
100,472
+11,242
641
$4.86M 0.02%
128,936
+39,870
642
$4.85M 0.02%
25,919
+18,195
643
$4.85M 0.02%
63,153
-10,493
644
$4.82M 0.02%
332,836
+71,881
645
$4.82M 0.02%
54,168
-2,110
646
$4.82M 0.02%
173,644
+24,679
647
$4.81M 0.02%
186,024
+18,126
648
$4.81M 0.02%
+209,895
649
$4.78M 0.02%
26,327
+923
650
$4.75M 0.02%
25,371
+1,870
24 25
26
27 28