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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
951
$2.27M 0.01%
4,032
+2,094
952
$2.26M 0.01%
64,793
+26,449
953
$2.25M 0.01%
53,012
-8,366
954
$2.25M 0.01%
45,336
+44,851
955
$2.24M 0.01%
202,285
-3,763
956
$2.24M 0.01%
75,234
+15,369
957
$2.23M 0.01%
63,075
+1,898
958
$2.23M 0.01%
+201,523
959
$2.23M 0.01%
14,761
+1,563
960
$2.23M 0.01%
18,538
+8,344
961
$2.21M 0.01%
66,512
+25,931
962
$2.21M 0.01%
93,860
+6,763
963
$2.21M 0.01%
179,868
+3,325
964
$2.2M 0.01%
7,654
+186
965
$2.2M 0.01%
17,120
-1,127
966
$2.2M 0.01%
33,575
+7,605
967
$2.19M 0.01%
43,469
+4,966
968
$2.19M 0.01%
53,437
+4,783
969
$2.18M 0.01%
55,558
-576
970
$2.18M 0.01%
43,253
+3,621
971
$2.18M 0.01%
14,315
-763
972
$2.17M 0.01%
13,367
-372
973
$2.17M 0.01%
57,312
-160,323
974
$2.17M 0.01%
10,408
-41
975
$2.17M 0.01%
44,955
-2,504
37 38
39
40 41