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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
976
$2.16M 0.01%
46,742
+3,847
977
$2.16M 0.01%
67,100
+7,938
978
$2.15M 0.01%
42,419
+7,396
979
$2.15M 0.01%
40,603
+12,037
980
$2.15M 0.01%
84,023
+1,106
981
$2.14M 0.01%
10,439
-477
982
$2.14M 0.01%
36,455
+35,364
983
$2.14M 0.01%
48,079
+1,306
984
$2.14M 0.01%
31,587
+695
985
$2.13M 0.01%
44,522
+2,449
986
$2.13M 0.01%
79,076
+6,568
987
$2.13M 0.01%
3,374
+1,062
988
$2.13M 0.01%
80,823
+946
989
$2.12M 0.01%
71,378
+547
990
$2.11M 0.01%
27,144
-8,493
991
$2.11M 0.01%
100,752
+48,280
992
$2.1M 0.01%
43,748
+5,268
993
$2.09M 0.01%
42,401
+12,384
994
$2.08M 0.01%
76,211
+327
995
$2.08M 0.01%
24,792
-559
996
$2.07M 0.01%
61,666
+3,743
997
$2.07M 0.01%
11,027
+7,803
998
$2.07M 0.01%
45,261
+35,200
999
$2.06M 0.01%
54,868
+2,837
1000
$2.05M 0.01%
14,230
-254
38 39
40
41 42