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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
1401
$1.01M ﹤0.01%
2,913
+374
1402
$1M ﹤0.01%
8,576
-24,526
1403
$1M ﹤0.01%
3,822
+187
1404
$1M ﹤0.01%
62,167
+3,311
1405
$997K ﹤0.01%
20,719
+9,582
1406
$995K ﹤0.01%
14,216
+4,775
1407
$993K ﹤0.01%
16,434
-361
1408
$992K ﹤0.01%
6,803
+198
1409
$989K ﹤0.01%
47,854
-3,198
1410
$983K ﹤0.01%
8,792
-4,723
1411
$982K ﹤0.01%
13,954
+7,514
1412
$981K ﹤0.01%
5,620
+1,461
1413
$979K ﹤0.01%
15,887
-337
1414
$977K ﹤0.01%
23,858
-33,926
1415
$968K ﹤0.01%
12,792
+9,199
1416
$963K ﹤0.01%
9,615
+2,132
1417
$962K ﹤0.01%
93,242
+868
1418
$959K ﹤0.01%
15,873
-13,204
1419
$956K ﹤0.01%
4,943
-2,996
1420
$954K ﹤0.01%
36,590
+16,309
1421
$950K ﹤0.01%
19,697
+1,898
1422
$947K ﹤0.01%
25,506
+2,521
1423
$947K ﹤0.01%
7,548
-2,462
1424
$943K ﹤0.01%
43,417
+5,174
1425
$942K ﹤0.01%
12,659
+4,037
55 56
57
58 59