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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
1576
$757K ﹤0.01%
2,414
+544
1577
$757K ﹤0.01%
32,596
+377
1578
$753K ﹤0.01%
8,471
-1,688
1579
$752K ﹤0.01%
46,610
+21,583
1580
$751K ﹤0.01%
34,713
-1,107
1581
$750K ﹤0.01%
49,750
+5,385
1582
$748K ﹤0.01%
15,247
+1,524
1583
$748K ﹤0.01%
116,540
+3,945
1584
$748K ﹤0.01%
98,569
-5,488
1585
$748K ﹤0.01%
41,687
-1,978
1586
$746K ﹤0.01%
11,054
+10,908
1587
$745K ﹤0.01%
32,700
+4,108
1588
$743K ﹤0.01%
13,129
-1,759
1589
$738K ﹤0.01%
14,196
+13,770
1590
$737K ﹤0.01%
9,849
+18
1591
$735K ﹤0.01%
11,305
-3,751
1592
$735K ﹤0.01%
14,693
+1,013
1593
$732K ﹤0.01%
34,758
-9,876
1594
$731K ﹤0.01%
62,788
-15,107
1595
$728K ﹤0.01%
10,667
-1,897
1596
$723K ﹤0.01%
10,034
+915
1597
$723K ﹤0.01%
113,429
-2,050
1598
$722K ﹤0.01%
51,001
+7,425
1599
$721K ﹤0.01%
9,416
-409
1600
$721K ﹤0.01%
16,181
-5,130
62 63
64
65 66