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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
1601
$721K ﹤0.01%
72,535
+11,769
1602
$720K ﹤0.01%
33,153
+10,350
1603
$719K ﹤0.01%
53,770
-2,200
1604
$719K ﹤0.01%
13,520
+1,973
1605
$717K ﹤0.01%
5,425
-5,076
1606
$717K ﹤0.01%
14,229
+2,123
1607
$715K ﹤0.01%
+9,500
1608
$714K ﹤0.01%
71,355
+19,037
1609
$713K ﹤0.01%
14,644
-1,015
1610
$712K ﹤0.01%
3,531
+464
1611
$708K ﹤0.01%
17,305
+4,703
1612
$705K ﹤0.01%
89,113
-6,199
1613
$704K ﹤0.01%
5,428
-334
1614
$704K ﹤0.01%
12,764
-1,801
1615
$702K ﹤0.01%
10,546
-1,691
1616
$702K ﹤0.01%
8,773
1617
$698K ﹤0.01%
11,142
+7,387
1618
$695K ﹤0.01%
252,648
+46,521
1619
$695K ﹤0.01%
1,524
+820
1620
$695K ﹤0.01%
24,023
+1,962
1621
$693K ﹤0.01%
31,119
-2,056
1622
$693K ﹤0.01%
14,838
-337
1623
$693K ﹤0.01%
33,825
+10,763
1624
$692K ﹤0.01%
58,907
+26,561
1625
$691K ﹤0.01%
6,048
+1,079
63 64
65
66 67