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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
1451
$906K ﹤0.01%
5,578
+1,542
1452
$906K ﹤0.01%
25,436
+1,521
1453
$904K ﹤0.01%
44,581
+11,159
1454
$904K ﹤0.01%
70,662
+10,954
1455
$901K ﹤0.01%
44,587
+19,102
1456
$899K ﹤0.01%
22,074
-55
1457
$896K ﹤0.01%
8,404
+1,583
1458
$894K ﹤0.01%
3,445
+408
1459
$892K ﹤0.01%
20,737
-373
1460
$892K ﹤0.01%
44,150
+2,180
1461
$892K ﹤0.01%
28,415
1462
$887K ﹤0.01%
15,055
-528
1463
$884K ﹤0.01%
11,467
+5,587
1464
$884K ﹤0.01%
12,104
+7,461
1465
$882K ﹤0.01%
20,758
+276
1466
$878K ﹤0.01%
4,052
-937
1467
$876K ﹤0.01%
19,207
+9,336
1468
$876K ﹤0.01%
36,133
-1,183
1469
$874K ﹤0.01%
4,939
+40
1470
$872K ﹤0.01%
20,296
+520
1471
$871K ﹤0.01%
27,993
-2,033
1472
$871K ﹤0.01%
7,881
-1,046
1473
$869K ﹤0.01%
74,910
-497
1474
$868K ﹤0.01%
7,866
+4,986
1475
$868K ﹤0.01%
6,717
+2,299
57 58
59
60 61