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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
1051
$1.87M 0.01%
152,506
-1,205
1052
$1.87M 0.01%
32,972
-26,304
1053
$1.87M 0.01%
100,017
-1,518
1054
$1.87M 0.01%
48,814
+1,767
1055
$1.86M 0.01%
16,819
+12,433
1056
$1.86M 0.01%
151,301
-44,657
1057
$1.85M 0.01%
19,361
-1,491
1058
$1.85M 0.01%
48,153
-4
1059
$1.85M 0.01%
60,956
+1,412
1060
$1.84M 0.01%
76,825
+1,034
1061
$1.84M 0.01%
19,162
+2,325
1062
$1.84M 0.01%
42,961
+31,883
1063
$1.83M 0.01%
62,452
-3,848
1064
$1.83M 0.01%
54,050
1065
$1.82M 0.01%
12,890
+1,598
1066
$1.82M 0.01%
17,925
+1,227
1067
$1.82M 0.01%
38,176
-2,960
1068
$1.81M 0.01%
13,613
-909
1069
$1.81M 0.01%
26,603
+3,355
1070
$1.81M 0.01%
52,263
+9,718
1071
$1.81M 0.01%
43,035
+2,066
1072
$1.81M 0.01%
12,985
+765
1073
$1.81M 0.01%
39,909
+1,551
1074
$1.8M 0.01%
10,559
+648
1075
$1.8M 0.01%
20,949
+4,904
41 42
43
44 45