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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
926
$2.41M 0.01%
309,845
+27,660
927
$2.41M 0.01%
23,933
+4,421
928
$2.4M 0.01%
57,226
-1,850
929
$2.4M 0.01%
102,902
+381
930
$2.37M 0.01%
4,893
+662
931
$2.36M 0.01%
78,606
-11,346
932
$2.35M 0.01%
54,612
-44
933
$2.35M 0.01%
25,899
-550
934
$2.34M 0.01%
26,064
+5,176
935
$2.33M 0.01%
5,884
+2,053
936
$2.33M 0.01%
51,343
+8,075
937
$2.33M 0.01%
13,738
-7,292
938
$2.33M 0.01%
27,407
+10,264
939
$2.32M 0.01%
27,799
+1,816
940
$2.31M 0.01%
31,131
+29,289
941
$2.31M 0.01%
23,994
+755
942
$2.31M 0.01%
53,910
-5,611
943
$2.31M 0.01%
197,183
+38,468
944
$2.3M 0.01%
41,702
+2,735
945
$2.29M 0.01%
15,158
+3,383
946
$2.28M 0.01%
58,684
+8,925
947
$2.28M 0.01%
92,750
-19,405
948
$2.28M 0.01%
10,010
+2,058
949
$2.28M 0.01%
66,606
+1,444
950
$2.27M 0.01%
11,989
+560
36 37
38
39 40