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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
726
$3.94M 0.02%
128,274
+3,509
727
$3.94M 0.02%
36,993
+5,303
728
$3.94M 0.02%
18,068
+1,651
729
$3.93M 0.02%
22,760
+1,021
730
$3.93M 0.02%
677,841
+75,138
731
$3.93M 0.02%
167,836
+7,424
732
$3.92M 0.02%
160,150
+8,085
733
$3.91M 0.02%
47,986
+4,102
734
$3.89M 0.02%
37,916
+26,753
735
$3.88M 0.02%
155,793
+262
736
$3.81M 0.02%
112,513
+542
737
$3.8M 0.02%
202,529
-47,083
738
$3.8M 0.02%
91,329
+3,771
739
$3.79M 0.02%
163,991
-196,165
740
$3.79M 0.02%
44,975
-4,007
741
$3.79M 0.02%
44,404
-1,695
742
$3.79M 0.02%
22,466
+5,563
743
$3.77M 0.02%
45,743
+10,296
744
$3.75M 0.02%
412,275
+307,729
745
$3.74M 0.02%
215,293
+9,296
746
$3.72M 0.02%
33,656
+6,207
747
$3.7M 0.02%
15,753
-1,004
748
$3.69M 0.02%
14,280
+291
749
$3.68M 0.02%
149,990
+864
750
$3.65M 0.02%
64,638
+13
28 29
30
31 32