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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
1101
$1.7M 0.01%
74,601
+13,039
1102
$1.7M 0.01%
25,187
-8,888
1103
$1.69M 0.01%
66,598
+15,730
1104
$1.68M 0.01%
10,380
-10,917
1105
$1.68M 0.01%
+49,163
1106
$1.68M 0.01%
110,840
-24,405
1107
$1.68M 0.01%
36,565
+3,373
1108
$1.67M 0.01%
204,246
+56,119
1109
$1.67M 0.01%
48,826
-7,027
1110
$1.66M 0.01%
9,358
+1,658
1111
$1.66M 0.01%
34,051
+38
1112
$1.66M 0.01%
17,236
+794
1113
$1.66M 0.01%
15,435
-2,037
1114
$1.66M 0.01%
182,745
+172,436
1115
$1.66M 0.01%
29,162
-13,259
1116
$1.66M 0.01%
90,902
+6,766
1117
$1.65M 0.01%
19,915
+7,761
1118
$1.64M 0.01%
21,499
+8,706
1119
$1.64M 0.01%
7,215
+1,946
1120
$1.63M 0.01%
44,994
+1,369
1121
$1.63M 0.01%
32,686
-781
1122
$1.63M 0.01%
33,183
-2,775
1123
$1.63M 0.01%
3,423
+1,955
1124
$1.63M 0.01%
10,722
+3,982
1125
$1.62M 0.01%
139,871
+26,544
43 44
45
46 47