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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
1276
$1.24M 0.01%
61,790
+16,703
1277
$1.24M 0.01%
48,981
-5,260
1278
$1.24M 0.01%
29,528
-2,179
1279
$1.24M 0.01%
35,726
+1,642
1280
$1.24M 0.01%
690
+343
1281
$1.23M 0.01%
20,500
+6,441
1282
$1.23M 0.01%
+46,684
1283
$1.22M 0.01%
14,461
+13,495
1284
$1.22M 0.01%
2,235
+24
1285
$1.22M 0.01%
22,435
+6,852
1286
$1.22M 0.01%
28,816
-180
1287
$1.21M 0.01%
48,948
-1,979
1288
$1.21M 0.01%
3,905
-303
1289
$1.21M 0.01%
15,802
+8,290
1290
$1.21M 0.01%
13,944
+1,509
1291
$1.2M 0.01%
25,584
-17,697
1292
$1.2M 0.01%
21,726
+7,196
1293
$1.2M 0.01%
31,161
+22,912
1294
$1.19M 0.01%
12,601
+920
1295
$1.19M 0.01%
13,154
+1,083
1296
$1.19M 0.01%
12,344
+6,348
1297
$1.19M 0.01%
26,608
-422
1298
$1.19M 0.01%
3,582
+176
1299
$1.19M 0.01%
16,900
+8,710
1300
$1.19M 0.01%
36,882
-1,877
50 51
52
53 54