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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
1651
$663K ﹤0.01%
8,286
+247
1652
$659K ﹤0.01%
14,930
+4,673
1653
$657K ﹤0.01%
5,478
-39
1654
$657K ﹤0.01%
46,905
+1,145
1655
$655K ﹤0.01%
16,189
+14,938
1656
$654K ﹤0.01%
7,156
+5,641
1657
$653K ﹤0.01%
9,115
-415
1658
$650K ﹤0.01%
130,300
-9,100
1659
$648K ﹤0.01%
11,560
-1,920
1660
$647K ﹤0.01%
1,222
-271
1661
$647K ﹤0.01%
20,872
-62,418
1662
$646K ﹤0.01%
2,908
-43
1663
$645K ﹤0.01%
779
+54
1664
$643K ﹤0.01%
3,136
+284
1665
$642K ﹤0.01%
15,784
-135
1666
$642K ﹤0.01%
15,913
1667
$642K ﹤0.01%
5,092
+31
1668
$641K ﹤0.01%
19,596
+4,908
1669
$641K ﹤0.01%
66,928
-16,914
1670
$640K ﹤0.01%
25,490
-1,830
1671
$640K ﹤0.01%
7,105
-112
1672
$639K ﹤0.01%
1,581
-1,503
1673
$638K ﹤0.01%
3,968
-472
1674
$636K ﹤0.01%
5,766
+20
1675
$635K ﹤0.01%
16,186
-1,000
65 66
67
68 69