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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
1476
$867K ﹤0.01%
19,621
+2,568
1477
$866K ﹤0.01%
10,187
+618
1478
$865K ﹤0.01%
16,352
+17
1479
$864K ﹤0.01%
10,425
+2,386
1480
$864K ﹤0.01%
27,728
-136,564
1481
$862K ﹤0.01%
24,015
+5,567
1482
$861K ﹤0.01%
23,033
-618
1483
$858K ﹤0.01%
9,093
+934
1484
$857K ﹤0.01%
20,140
+1,878
1485
$856K ﹤0.01%
+33,849
1486
$854K ﹤0.01%
20,505
-1,975
1487
$852K ﹤0.01%
31,411
-5,039
1488
$852K ﹤0.01%
10,379
-945
1489
$851K ﹤0.01%
41,248
+6,079
1490
$849K ﹤0.01%
55,172
+32,770
1491
$848K ﹤0.01%
35,768
+478
1492
$847K ﹤0.01%
87,631
+42,328
1493
$846K ﹤0.01%
33,682
+8,807
1494
$844K ﹤0.01%
6,367
+6,278
1495
$844K ﹤0.01%
3,670
-1,241
1496
$841K ﹤0.01%
11,842
+1,575
1497
$841K ﹤0.01%
12,503
-6,750
1498
$840K ﹤0.01%
7,534
+542
1499
$839K ﹤0.01%
86,934
+41,284
1500
$837K ﹤0.01%
25,835
-5,505
58 59
60
61 62