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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
1201
$1.42M 0.01%
14,320
-284
1202
$1.41M 0.01%
20,287
+3,388
1203
$1.41M 0.01%
34,204
+11,979
1204
$1.4M 0.01%
142,603
+30,925
1205
$1.4M 0.01%
16,765
+16,589
1206
$1.4M 0.01%
19,598
+9,241
1207
$1.4M 0.01%
65,034
+5,450
1208
$1.4M 0.01%
28,570
-15,670
1209
$1.4M 0.01%
10,915
-7,389
1210
$1.4M 0.01%
7,937
-609
1211
$1.39M 0.01%
35,783
+23,535
1212
$1.39M 0.01%
16,970
-3,407
1213
$1.39M 0.01%
36,715
+3,243
1214
$1.39M 0.01%
132,219
+6,968
1215
$1.38M 0.01%
23,374
-1,645
1216
$1.38M 0.01%
4,942
+624
1217
$1.38M 0.01%
23,460
+3,938
1218
$1.38M 0.01%
10,639
-648
1219
$1.37M 0.01%
25,741
+1,072
1220
$1.37M 0.01%
19,023
+508
1221
$1.36M 0.01%
81,461
+6,232
1222
$1.36M 0.01%
33,460
-571
1223
$1.36M 0.01%
13,152
-725
1224
$1.36M 0.01%
16,246
+1,384
1225
$1.36M 0.01%
32,978
+21,512
47 48
49
50 51