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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
826
$2.98M 0.01%
33,842
-316
827
$2.95M 0.01%
30,552
-8,351
828
$2.94M 0.01%
44,140
+544
829
$2.94M 0.01%
82,824
-6,231
830
$2.91M 0.01%
63,681
+4,825
831
$2.91M 0.01%
88,851
+2,029
832
$2.91M 0.01%
40,869
+10,701
833
$2.9M 0.01%
149,017
+58,779
834
$2.88M 0.01%
59,977
-18,474
835
$2.87M 0.01%
73,204
-344
836
$2.87M 0.01%
37,244
+36,778
837
$2.87M 0.01%
64,314
+10,039
838
$2.87M 0.01%
52,887
+45,997
839
$2.86M 0.01%
28,072
-4,574
840
$2.86M 0.01%
72,748
+6,724
841
$2.85M 0.01%
70,946
+251
842
$2.84M 0.01%
9,399
+416
843
$2.83M 0.01%
142,916
-6,492
844
$2.82M 0.01%
95,276
-2,808
845
$2.82M 0.01%
26,312
+7,086
846
$2.81M 0.01%
234,859
-33,036
847
$2.81M 0.01%
53,777
+1,349
848
$2.81M 0.01%
55,387
+1,395
849
$2.81M 0.01%
10,324
-4,805
850
$2.8M 0.01%
84,025
+16,764
32 33
34
35 36