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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
1226
$1.35M 0.01%
49,197
+1,638
1227
$1.35M 0.01%
29,091
-59,063
1228
$1.35M 0.01%
29,631
+2,299
1229
$1.35M 0.01%
10,773
-1,136
1230
$1.35M 0.01%
39,246
-185,323
1231
$1.34M 0.01%
31,670
-41
1232
$1.34M 0.01%
27,825
-346
1233
$1.33M 0.01%
34,369
-16,028
1234
$1.33M 0.01%
14,170
+3,203
1235
$1.33M 0.01%
38,410
-51
1236
$1.33M 0.01%
29,633
+1,592
1237
$1.33M 0.01%
24,481
-16,843
1238
$1.33M 0.01%
34,580
+4,031
1239
$1.33M 0.01%
15,242
+2,684
1240
$1.32M 0.01%
18,590
-1,275
1241
$1.32M 0.01%
24,331
+4,667
1242
$1.32M 0.01%
104,876
+25,983
1243
$1.32M 0.01%
53,280
+10,907
1244
$1.32M 0.01%
2,327
+493
1245
$1.31M 0.01%
21,863
+2,560
1246
$1.31M 0.01%
34,300
1247
$1.3M 0.01%
27,875
+116
1248
$1.3M 0.01%
10,848
+343
1249
$1.3M 0.01%
17,317
-145
1250
$1.29M 0.01%
13,724
+5,539
48 49
50
51 52