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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
1351
$1.1M 0.01%
9,066
+171
1352
$1.1M 0.01%
42,982
-3,425
1353
$1.1M 0.01%
5,607
-6,627
1354
$1.09M 0.01%
43,787
1355
$1.09M 0.01%
181,359
+114,105
1356
$1.09M 0.01%
22,190
1357
$1.09M ﹤0.01%
26,351
+3,825
1358
$1.09M ﹤0.01%
15,719
-665
1359
$1.08M ﹤0.01%
153,936
+76,217
1360
$1.08M ﹤0.01%
144,618
+6,965
1361
$1.08M ﹤0.01%
67,979
+184
1362
$1.08M ﹤0.01%
22,264
-4,453
1363
$1.08M ﹤0.01%
6,003
+522
1364
$1.07M ﹤0.01%
45,006
-2,659
1365
$1.07M ﹤0.01%
7,436
+102
1366
$1.07M ﹤0.01%
52,905
+52,805
1367
$1.07M ﹤0.01%
46,694
+8,066
1368
$1.07M ﹤0.01%
125,035
-2,039
1369
$1.07M ﹤0.01%
53,646
-5,952
1370
$1.07M ﹤0.01%
40,164
+1,228
1371
$1.06M ﹤0.01%
50,797
+1,226
1372
$1.06M ﹤0.01%
10,588
+751
1373
$1.06M ﹤0.01%
65,756
+22,620
1374
$1.06M ﹤0.01%
4,861
+639
1375
$1.05M ﹤0.01%
5,392
-21
53 54
55
56 57