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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
1126
$1.62M 0.01%
4,697
+185
1127
$1.62M 0.01%
15,989
+604
1128
$1.61M 0.01%
30,809
+5,571
1129
$1.61M 0.01%
105,178
+5,681
1130
$1.61M 0.01%
74,170
-3,390
1131
$1.61M 0.01%
14,287
-18,846
1132
$1.6M 0.01%
42,044
-2,311
1133
$1.6M 0.01%
36,849
-2,817
1134
$1.6M 0.01%
6,900
+475
1135
$1.6M 0.01%
44,311
+40,207
1136
$1.6M 0.01%
34,811
+16,956
1137
$1.6M 0.01%
31,789
+12,635
1138
$1.59M 0.01%
+56,872
1139
$1.58M 0.01%
63,770
-852
1140
$1.58M 0.01%
68,510
+4,018
1141
$1.58M 0.01%
35,968
+870
1142
$1.58M 0.01%
44,192
-753
1143
$1.57M 0.01%
40,158
-28,164
1144
$1.57M 0.01%
34,362
1145
$1.57M 0.01%
17,127
+12,160
1146
$1.56M 0.01%
53,672
+870
1147
$1.55M 0.01%
182,225
+136,425
1148
$1.55M 0.01%
6,267
+547
1149
$1.54M 0.01%
41,124
+12,277
1150
$1.54M 0.01%
34,842
-52,328
44 45
46
47 48