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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
751
$3.65M 0.02%
71,321
+54,154
752
$3.61M 0.02%
156,288
+8,003
753
$3.61M 0.02%
129,028
+6,341
754
$3.61M 0.02%
124,745
+1,373
755
$3.6M 0.02%
24,581
-8,634
756
$3.59M 0.02%
72,204
-29,073
757
$3.58M 0.02%
72,067
+18,588
758
$3.58M 0.02%
21,237
+24
759
$3.57M 0.02%
144,199
+46,223
760
$3.56M 0.02%
33,954
+20,897
761
$3.55M 0.02%
62,870
+109
762
$3.55M 0.02%
66,510
+22,964
763
$3.55M 0.02%
11,178
-2,682
764
$3.52M 0.02%
4,266
+1,464
765
$3.52M 0.02%
47,720
-2,188
766
$3.52M 0.02%
13,543
+931
767
$3.47M 0.02%
80,009
+1,616
768
$3.46M 0.02%
28,874
+181
769
$3.46M 0.02%
103,943
-748
770
$3.45M 0.02%
14,077
-147
771
$3.45M 0.02%
64,896
+9,532
772
$3.43M 0.02%
43,704
-274
773
$3.42M 0.02%
42,684
+9,161
774
$3.42M 0.02%
93,555
-491
775
$3.41M 0.02%
34,579
+11,636
29 30
31
32 33