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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
1626
$691K ﹤0.01%
8,420
+290
1627
$688K ﹤0.01%
17,161
1628
$688K ﹤0.01%
4,367
+71
1629
$685K ﹤0.01%
6,313
-39
1630
$683K ﹤0.01%
1,329
+208
1631
$683K ﹤0.01%
+10,478
1632
$681K ﹤0.01%
10,514
+1,937
1633
$681K ﹤0.01%
34,910
+760
1634
$680K ﹤0.01%
+25,150
1635
$680K ﹤0.01%
22,478
+20,453
1636
$679K ﹤0.01%
49,590
-9,604
1637
$679K ﹤0.01%
74,509
+31,607
1638
$679K ﹤0.01%
156,025
-36,888
1639
$678K ﹤0.01%
19,376
+16,329
1640
$676K ﹤0.01%
11,874
-12,983
1641
$675K ﹤0.01%
133,625
-19,738
1642
$674K ﹤0.01%
46,866
+14,066
1643
$674K ﹤0.01%
3,069
+76
1644
$672K ﹤0.01%
5,568
+5,128
1645
$671K ﹤0.01%
12,681
-2,169
1646
$668K ﹤0.01%
22,758
+4,286
1647
$668K ﹤0.01%
+21,757
1648
$665K ﹤0.01%
17,341
+3
1649
$664K ﹤0.01%
5,684
-600
1650
$663K ﹤0.01%
12,181
-409
64 65
66
67 68