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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
801
$3.15M 0.01%
90,587
+5,717
802
$3.14M 0.01%
59,173
+3,314
803
$3.14M 0.01%
116,933
+1,414
804
$3.13M 0.01%
22,158
-440
805
$3.12M 0.01%
14,778
+14,777
806
$3.1M 0.01%
70,229
+4,085
807
$3.1M 0.01%
199,355
+5,530
808
$3.08M 0.01%
45,009
-28,283
809
$3.08M 0.01%
6,580
+1,792
810
$3.08M 0.01%
15,566
+547
811
$3.08M 0.01%
13,945
+619
812
$3.07M 0.01%
22,696
+7,600
813
$3.07M 0.01%
89,291
+31,171
814
$3.06M 0.01%
69,483
-1,191
815
$3.06M 0.01%
25,833
+19,619
816
$3.05M 0.01%
271,974
+3,250
817
$3.05M 0.01%
43,845
+43,331
818
$3.05M 0.01%
+94,977
819
$3.04M 0.01%
34,148
+5,374
820
$3.04M 0.01%
64,333
-666,875
821
$3.03M 0.01%
19,322
+5,437
822
$3M 0.01%
48,416
+20,592
823
$3M 0.01%
+243,321
824
$2.99M 0.01%
118,791
+4,007
825
$2.99M 0.01%
21,147
+10,835
31 32
33
34 35