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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
1426
$940K ﹤0.01%
88,507
+1,972
1427
$939K ﹤0.01%
20,587
-181
1428
$938K ﹤0.01%
11,230
+520
1429
$936K ﹤0.01%
4,003
-463
1430
$934K ﹤0.01%
83,283
-15,988
1431
$932K ﹤0.01%
23,593
+23,538
1432
$929K ﹤0.01%
2,876
+1,799
1433
$929K ﹤0.01%
24,841
+704
1434
$929K ﹤0.01%
20,563
+29
1435
$927K ﹤0.01%
18,486
-2,772
1436
$927K ﹤0.01%
73,560
+58,983
1437
$926K ﹤0.01%
62,000
+9,352
1438
$925K ﹤0.01%
12,446
-2,834
1439
$925K ﹤0.01%
85,195
+268
1440
$925K ﹤0.01%
52,044
+3,805
1441
$920K ﹤0.01%
47,100
-36,990
1442
$918K ﹤0.01%
10,825
+919
1443
$917K ﹤0.01%
64,591
-47,424
1444
$915K ﹤0.01%
6,626
+423
1445
$915K ﹤0.01%
1,835
-1,186
1446
$914K ﹤0.01%
21,577
+2,979
1447
$912K ﹤0.01%
17,908
-2,830
1448
$910K ﹤0.01%
11,032
+969
1449
$909K ﹤0.01%
22,094
-14,574
1450
$908K ﹤0.01%
4,248
-1,571
56 57
58
59 60