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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
701
$4.17M 0.02%
50,517
+6,809
702
$4.17M 0.02%
24,827
-385
703
$4.16M 0.02%
37,008
+1,260
704
$4.16M 0.02%
130,449
-14,347
705
$4.16M 0.02%
371,093
+18,438
706
$4.15M 0.02%
219,110
+34,737
707
$4.13M 0.02%
31,471
+9,184
708
$4.11M 0.02%
85,631
+7,941
709
$4.08M 0.02%
78,093
-3,631
710
$4.08M 0.02%
60,984
+1,752
711
$4.04M 0.02%
48,109
-349
712
$4.03M 0.02%
170,276
+5,202
713
$4.01M 0.02%
80,240
+3,808
714
$4.01M 0.02%
122,904
+77,315
715
$4M 0.02%
114,145
-30,029
716
$3.98M 0.02%
43,108
+2,519
717
$3.98M 0.02%
71,965
-2,388
718
$3.98M 0.02%
160,896
+3,301
719
$3.98M 0.02%
35,747
+1,840
720
$3.97M 0.02%
168,226
+7,483
721
$3.97M 0.02%
49,071
+4,708
722
$3.97M 0.02%
92,077
-5,335
723
$3.97M 0.02%
6,658
+174
724
$3.97M 0.02%
94,680
-1,193
725
$3.96M 0.02%
70,971
+1,306
27 28
29
30 31