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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
1301
$1.19M 0.01%
17,682
+11,296
1302
$1.18M 0.01%
6,422
-608
1303
$1.18M 0.01%
81,814
+406
1304
$1.18M 0.01%
17,131
+13,424
1305
$1.18M 0.01%
+58,345
1306
$1.18M 0.01%
22,267
+1,630
1307
$1.18M 0.01%
7,990
+216
1308
$1.18M 0.01%
8,840
+6,140
1309
$1.18M 0.01%
39,768
+2,674
1310
$1.17M 0.01%
30,744
+14,670
1311
$1.17M 0.01%
110,637
+67,896
1312
$1.17M 0.01%
50,770
-1,759
1313
$1.17M 0.01%
34,825
-9,706
1314
$1.17M 0.01%
3,936
+387
1315
$1.16M 0.01%
60,183
-1,835
1316
$1.16M 0.01%
20,421
+4,701
1317
$1.16M 0.01%
+25,284
1318
$1.16M 0.01%
22,680
-6,814
1319
$1.16M 0.01%
9,789
+4,322
1320
$1.16M 0.01%
360,655
+71,750
1321
$1.16M 0.01%
22,338
-15,629
1322
$1.15M 0.01%
21,828
+244
1323
$1.15M 0.01%
12,975
+7,315
1324
$1.15M 0.01%
4,997
-512
1325
$1.15M 0.01%
8,039
+1,319
51 52
53
54 55