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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
1251
$1.29M 0.01%
50,893
+558
1252
$1.29M 0.01%
99,219
+81,129
1253
$1.29M 0.01%
7,466
-56
1254
$1.29M 0.01%
119,469
+2,841
1255
$1.29M 0.01%
11,018
+7,631
1256
$1.29M 0.01%
53,707
-12,912
1257
$1.28M 0.01%
9,138
+6,465
1258
$1.28M 0.01%
44,600
-5,000
1259
$1.27M 0.01%
10,761
-9,400
1260
$1.27M 0.01%
10,182
+328
1261
$1.27M 0.01%
29,211
+4,069
1262
$1.27M 0.01%
5,391
+555
1263
$1.27M 0.01%
101,027
+36,438
1264
$1.27M 0.01%
12,256
+1,606
1265
$1.27M 0.01%
69,739
+616
1266
$1.26M 0.01%
9,748
-348
1267
$1.26M 0.01%
102,188
+5,838
1268
$1.26M 0.01%
87,502
-329
1269
$1.25M 0.01%
31,514
-477
1270
$1.25M 0.01%
2,301
+2,242
1271
$1.25M 0.01%
132,041
-25,127
1272
$1.25M 0.01%
19,266
+3,208
1273
$1.25M 0.01%
26,147
+26,077
1274
$1.24M 0.01%
36,945
+2,277
1275
$1.24M 0.01%
20,660
+11,915
49 50
51
52 53