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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
1551
$777K ﹤0.01%
5,561
+528
1552
$775K ﹤0.01%
20,041
+1
1553
$775K ﹤0.01%
+8,444
1554
$774K ﹤0.01%
294,234
-90,174
1555
$773K ﹤0.01%
17,137
+1,146
1556
$773K ﹤0.01%
7,048
-310
1557
$772K ﹤0.01%
6,232
-628
1558
$772K ﹤0.01%
72,861
-6,595
1559
$771K ﹤0.01%
8,472
+686
1560
$771K ﹤0.01%
69,637
+20,184
1561
$770K ﹤0.01%
7,682
-29,280
1562
$769K ﹤0.01%
48,269
-39,843
1563
$768K ﹤0.01%
77,611
-901
1564
$768K ﹤0.01%
38,761
-1,990
1565
$768K ﹤0.01%
51,588
+963
1566
$768K ﹤0.01%
120,911
-961
1567
$767K ﹤0.01%
62,989
-400
1568
$766K ﹤0.01%
2,254
+1,841
1569
$761K ﹤0.01%
45,868
+8,088
1570
$760K ﹤0.01%
66,122
-40,549
1571
$760K ﹤0.01%
5,645
+192
1572
$760K ﹤0.01%
2,450
+2,057
1573
$760K ﹤0.01%
+21,109
1574
$758K ﹤0.01%
64,173
+7,204
1575
$758K ﹤0.01%
34,196
+4,294
61 62
63
64 65