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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
676
$4.45M 0.02%
+88,512
677
$4.45M 0.02%
87,290
+79,798
678
$4.45M 0.02%
49,656
+35,959
679
$4.44M 0.02%
1,121,900
+1,084,900
680
$4.44M 0.02%
128,046
-6,113
681
$4.41M 0.02%
25,514
-3,004
682
$4.38M 0.02%
150,618
+52,209
683
$4.37M 0.02%
19,891
+4,960
684
$4.37M 0.02%
52,311
-4,527
685
$4.36M 0.02%
78,530
-37,565
686
$4.36M 0.02%
59,130
+39,058
687
$4.36M 0.02%
94,684
-3,331
688
$4.36M 0.02%
72,522
-2,729
689
$4.34M 0.02%
144,277
+10,744
690
$4.31M 0.02%
37,922
+593
691
$4.3M 0.02%
104,679
+1,464
692
$4.3M 0.02%
47,930
-5,647
693
$4.3M 0.02%
75,482
+37,113
694
$4.3M 0.02%
220,870
+106,410
695
$4.28M 0.02%
31,862
+1,218
696
$4.27M 0.02%
99,318
-33
697
$4.26M 0.02%
142,621
-26,409
698
$4.25M 0.02%
139,230
-15,471
699
$4.23M 0.02%
29,921
-1,931
700
$4.18M 0.02%
51,850
+4,897
26 27
28
29 30