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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
1326
$1.15M 0.01%
76,591
+56,879
1327
$1.15M 0.01%
85,795
+1,366
1328
$1.15M 0.01%
75,948
+16,321
1329
$1.15M 0.01%
16,373
-2,542
1330
$1.14M 0.01%
179,837
+38,783
1331
$1.14M 0.01%
5,954
-2,830
1332
$1.13M 0.01%
22,755
+154
1333
$1.13M 0.01%
11,238
+136
1334
$1.13M 0.01%
26,124
+6,372
1335
$1.13M 0.01%
52,435
+1,857
1336
$1.12M 0.01%
+8,340
1337
$1.12M 0.01%
9,133
+347
1338
$1.12M 0.01%
48,808
+29,221
1339
$1.12M 0.01%
7,509
-175
1340
$1.12M 0.01%
7,506
-268
1341
$1.12M 0.01%
18,546
+2,687
1342
$1.12M 0.01%
140,371
+67,371
1343
$1.11M 0.01%
84,723
-39,818
1344
$1.11M 0.01%
25,060
-3,246
1345
$1.11M 0.01%
35,573
+431
1346
$1.11M 0.01%
10,624
+422
1347
$1.11M 0.01%
53,827
+10,806
1348
$1.11M 0.01%
33,702
-21,048
1349
$1.1M 0.01%
28,514
+4,766
1350
$1.1M 0.01%
116,577
-1,602
52 53
54
55 56