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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
1676
$634K ﹤0.01%
6,433
-92
1677
$634K ﹤0.01%
+12,291
1678
$634K ﹤0.01%
7,196
-882
1679
$632K ﹤0.01%
1,856
+304
1680
$632K ﹤0.01%
22,062
+3,103
1681
$630K ﹤0.01%
56,737
+6,409
1682
$630K ﹤0.01%
2,670
-56
1683
$628K ﹤0.01%
38,532
-4,451
1684
$627K ﹤0.01%
49,756
+2,239
1685
$627K ﹤0.01%
69,237
+1,392
1686
$626K ﹤0.01%
13,009
+298
1687
$623K ﹤0.01%
21,675
-1,600
1688
$623K ﹤0.01%
1,930
+360
1689
$623K ﹤0.01%
3,068
+2,900
1690
$622K ﹤0.01%
4,273
-5,754
1691
$621K ﹤0.01%
11,577
-8,914
1692
$620K ﹤0.01%
60,986
-10,595
1693
$620K ﹤0.01%
104,502
+83,834
1694
$617K ﹤0.01%
8,691
-513
1695
$615K ﹤0.01%
39,625
+1,754
1696
$615K ﹤0.01%
3,850
-210
1697
$614K ﹤0.01%
7,382
-1,167
1698
$614K ﹤0.01%
20,003
+3,076
1699
$613K ﹤0.01%
39,954
-2,780
1700
$608K ﹤0.01%
2,043
+277
66 67
68
69 70